michelcarroll/llama2-earnings-stock-prediction-fine-tune huggingface dataset:
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Sure. If you go back a few months ago when we announced our Q3 call, we disclosed in our 10-Q that we saw some sort of extended lead times. And as the quarter continued, things sort of got a little worse. I would say to you that we've seen lead times for parts that are normally 20 to 30 weeks being extended to 40, 50, and in some cases, 60 weeks.
And we sort of saw that in the Q4. We probably have about five or six key vendors that have chips to everybody in the industry, so it's not something unique to us. The good thing is, is that we have pretty good relationships in the sense that we are one of the larger manufacturers of satellite equipment, especially on the West Coast. So we feel we have pretty good visibility as to when supply chain will be coming in, and it's really reflected in the guidance that we put out.
So we do think, for us, it's going to ease up really toward the tail end of our Q1. And then as the quarters come in, we think we've got good visibility to the parts coming in and our ability to ship in the latter part of the year.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Sure. Thank you.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Sure. So, all of the spend for DISCO obviously comes from the legal department budget of litigants, generally large corporations. In terms of users, it depends on the corporation's kind of in-sourcing versus outsourcing strategy. So, a typical approach would be that the corporate has a couple of in-house counsel and maybe an internal sort of paralegal-style team that does the initial assessment of corporate data that may be relevant to a new legal matter like an investigation or a lawsuit.
For example, if there is an internal whistleblower complaint, the users may be entirely internal to the corporate legal department where they'll use our platform to collect enterprise data, do their investigation and then decide whether or not they need to take action. Similarly, in the litigation context, internal users in the legal department might conduct that initial review and then decide that it's appropriate to negotiate a settlement so that the case never actually winds up in court. Now if a legal matter progresses beyond that point, most corporate legal departments will engage outside counsel at a law firm to represent them in the legal matter. And once that happens, the preponderance of the users shifts from the legal department to lawyers at outside counsel.
And these are often large teams of lawyers who are conducting a legal document review, providing advice to the client, and ultimately taking other action like filing lawsuits or filing motions, taking depositions, doing all the other kinds of things that happen in big legal disputes. So, the exact split of users varies company by company based on how much the company in-sources relative to using law firms. And it also shifts over the lifetime of a legal matter.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. I would say, Matt, first is you're right. CEC is definitely -- I think that sector for us and for our customers is probably one of the most challenged, because demand is the most strong there also, right? Whether it is all the prevailing reasons of the macros, whether it is hyperscale growth, you've seen all the cloud guys report fantastic growth, whether it is 5G starting to accelerate now. So, all macros are driving a pretty significant demand profile for it. When I talked about, our demand profile would have been at the higher end of our guidance or more than that, CEC would have been the biggest beneficiary of having that much kind of unfinished demand at this point in time. I would say, in terms of which sector within CEC is the most affected by supply chain constraint, I'd say, they're all are. This is a very equal opportunity issue here across every sector, unfortunately. But, the way I see it play out is, I would say, the biggest growth sits in cloud, right.
And so, in general, the more growth you have, the more pent-up demand you have. You're seeing it in cloud, you're seeing it in networking and you're seeing it in servers and storage. All of them have pretty significant supply chain constraints and also have strong demand that has not been met yet. So, we're seeing it across the board for CEC.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Sure. Hey, Carl. Thanks for joining in and thanks for the questions. We will produce substantial cash flow because of the significant investment that we have made in prior years, however, because of our growth, we're continuing to reinvest in land, lots and development in a major way. Our spend in that regard could approach $500 million to $600 million depending on what deal is actually close and what we underwrite over the balance of the year. So we may take our leverage up slightly because of those acquisitions, but it's still going to be in our comfort range where we really don't want to go much past on a gross basis of 32% to 35%.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
John, 5001 or maybe the first program in cell therapy. I wanted to address what may be a very simplistic question. And that is, back when you and the team sat down to think about what would be your first target, you arrived at AML and WT1, which is great. The question is, was there any specific reason for that particular program that is a blood tumor target versus maybe, say, a solid tumor target? And I'm asking not because it's WT1 or because it's AML. But I would -- just based upon the way that I perceive you've laid out all the other programs, there may be some learnings you want to take from a particular set of experiments. And this may give you -- or this target and this blood tumor may give you the answer to those particular questions. And I'm curious if that's correct. And if you may share that.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
You know Mike, really follows kind of just the the broader recovery, which is just so uncertain still today. I think industry analysts couldn't look to a kind of recovery of EBITDA back to 2019 levels in 2023 or 2024. Until that time I think most hotel portfolios, most public hotel portfolio in the US are going to remain at leverage levels higher than they'd like to be at. And I think will likely, as the market recovers, we'll will continue to have leverage levels that are higher than pre-pandemic levels, just there is a recovery in cash flows, and that's going to be, according to the pace of this recovery, which were uncertain about, but we think we've taken the steps to make a meaningful reduction, reduced over 10% of the total debt load as of today, and as the year goes and cash flow begins to ramp up, will be to significantly improve those metrics. I think there are a lot of other public portfolios that will continue to burn significant amounts of cash through the end of this year. We don't expect that to be the case for our portfolio, which we think will show some differentiation over time. But again, on overall metrics until you get out to 23-24 it's unlikely for debt to EBITDA metrics to feel normalized because the world won't be normalized until then.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. So we don't have a specific number that we target for cash as you can see our business is growing at a very nice rate. So as the business grows and gets more complex, of course, we feel like cash is a good thing. Our priorities on cash has remained what they've been for a long time. We want to be a reliable payer of attractive dividends for our investors. We're focused also on acquisitions and reinvesting in the business that way. And then finally, investing in the business and increasing our production capacity for example our facilities, our people all of these things are priorities for the way we use our cash.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah. I'd say, in terms of the broad conditions, at a high level right now, what we're focused on is the projects within that 100 million that we spoke about in our prepared remarks, to the extent that as we start getting toward the second half of this season and demand is strong, and we're seeing better pacing in our fall sales around '22 passes are solid and we feel better and better about liquidity. There may be an opportunity to start leaning into projects that have compelling returns as we've always done in the past. Right? We've never been shy to spend money on projects that have compelling long-term returns.
For us, that's usually projects that are approaching that 10%-plus ROI, mid-teens, maybe on the bigger, more marketable rides and attractions, something in the lower double digits. If it's a ancillary revenue and EBITDA stream like the hotels and the incremental revenues, adjacent development type projects we've added in the past. But we're probably a little bit away from that at this point, Steve. I think it really, there is a lot to still be seen on how the '21 season develops, but we feel very confident and comfortable with the level of spend that we do have planned for calendar year 2021 at this point.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thanks, Carter.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Okay. Thank you.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I think the incumbency is very powerful and I think if you have a good lender that's working well with you and that understands your business model, it's very hard for a new lending relationship to go take that over. We're proud to have the support of really great companies like Justice Grown, Nature's Medicine, Bronco [Phonetic] and others where we really believe the business model and we believe in what they're doing and how to build that over time and I think as long as we continue to be good commercial partners -- and it's not to say that you give into everything. You just have to be commercial about your approach. I think that we'll continue to be lenders to those and other companies as we continue to build that relationship and we look forward to you guys seeing that happen over the next year.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Certainly, 4th July, as I said, is up about $400,000 just in terms of the way that we think about it. Labor Day is a big weekend for us as well. The interesting thing about it is how August and September will develop, whether is a huge factor. And so to the extent that we have or whether there is going to be impact on the next couple of months. So, I think that -- it's not quite a third, or third, or third, in terms of the three months in the quarter because September typically drops off, but I have to say last year in September was a very strong month for us because the weather was good and people were able to be out at our properties.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Adrienne, it's Michael. Just touching real quickly on your question about inventory. We did experience like you're suggesting the congestion both at the US ports and the overseas ports, and that did cause us to delay our floor sets for both AE and Aerie from January into February. But I have to tell you our teams did a terrific job. They are very proactive, very aggressive in terms of quickly identifying the situation and moving up our handovers, adding additional carriers, calling on different ports. And we feel very good about our inventory flow now. So, while transit times are longer, it's all accounted for -- in our guidance and we don't see an issue with -- in the sales.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
That's correct.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I think it has to depend on the facts and circumstances. I believe that wherever you can get a true tower, a macro site that always gives our customers the most bang for their buck, but I do believe you will see this spectrum used in conjunction with small cells as well in areas where you just don't get towers. It doesn't mean those areas aren't going to be served, they're going to be served by alternate architecture.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I think it's both. Certainly, property sales were up compared to the quarter of last year and a lot of drive in the office alternative uses, conversions of buildings to life science or the likes or properties that have opportunities for that as well as the industrial side. And then same thing, debt volumes were up significantly.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thank you for the question. It is important to -- to stress something that we tried to describe well in the MD&A, which is we are bypassing whatever tonnage or -- or extract ounces we are not placing with the stacking system, we are making up with the placing more on the leach pad with trucks.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah. So, there was -- that was a 2020 event, Ali. So, I'm talking specifically 2021. But let me just comment on that customer. Volkswagen credit renewed its agreement with us for Canada earlier this year, despite having access to other platforms and knowledge of how other the platforms performed. So, I felt that was a positive vote of confidence from that customer and we're excited to continue to serve that customer in Canada. So, what I'm saying, Ali, is there have been no customer losses since -- in the time period I'm talking about here, which is 2021.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
We'd expect the stock comp number to tick up slightly just based on those grants that I described. So I think it's fair to think about, as a percentage of revenue, as an example, stock-based comp could tick up by a few percentage points through the next few quarters in 2021.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Hey, Steve.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
We did. There's two things going on. For Q2, there was year-over-year we had $60 million of snapback cost. We did that. And then plus we did another $15 million investments, and that did show up in Q2 for sure.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Likewise.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. I mean we're absolutely interested in the right M&A opportunities. As you mentioned, with our premium and the opportunity out there, I think as we kind of get further along here, there's people that are looking at the future, the acquisition -- the potential acquisition targets out there that we're having conversations. I would say there's nothing that's imminent.
We always get a phone call just based on the premium of our stock and how we're trading, but we're definitely interested in looking at doing that. It needs to be the right organization. It needs to be an organization that -- from either financial or strategic situations, circumstances makes sense for us, but we're definitely open and looking at those types of opportunities, and hopefully, we'll be able to execute on one in the next twelve months.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Good morning, and thanks for taking my questions. Just quickly tagging along on some of these modeling questions. I was wondering if you could just talk about what you're assuming for unit selling growth versus unit sell through growth in the 2021 guide?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Sure, absolutely. I take the first one, Rustom takes the second one. So the first thing we are seeing in cross-selling is that we had the first big win with a big customer. And it was actually a cross-selling between our Scent business and our Health & Bioscience business. So it's a combination where basically we get something on the enzyme side because we have good access to our Scent business. So bigger customer, a European -- a global customer. And I think on the product side, as I said, it's in the detergent area, which I think is very, very good, and very promising. Because we see a good pipeline now also on the fruit side coming in, so -- our Nourish division. So it's going actually very, very well. And actually, we can make the $20 million we were promised for this year, actually quite nicely in 2021. And I'll hand it over to Rustom.

    Prediction (one of UP, DOWN, SAME): DOWN