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
 
Yes. I mean I think it's going to be a portfolio and each of these investments is going to have different magnitudes over a different time scale. So I mean, the core business is obviously the biggest lever, and I've talked about kind of the range of more incremental improvements to more transformative changes, more incremental improvements that happen kind of week by week, month by month to this broader transformation that will take were be measured more in years. And then in the portfolio of workflows, a similar kind of thing, [inaudible] DocSend, which are already a meaningful scale in our fastest-growing businesses.
And then we'll always have a portfolio of green shoots where we'll double down on what works and keep iterating, but it won't be material to the business in '22.

    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
 
Yes, Peter. So it's a good question. We've guided toward providing a data update in the second half of the year. I don't -- our focus just so rare for you and everyone else on the call. Our focus is to get into and then those Phase Ib expansions as quickly as possible because we know we have good safety and tolerability. We know we have compelling evidence of activity. We need a dose, a recommended Phase II dose. And that's really what we're looking to achieve and then looking to share as quickly as we can. We'd like to provide an update later in the year. I'm -- I don't know yet exactly what that's going to look like. But in terms of will it include any of the Phase Ib data, I think we'll continue to give kind of qualitative updates on how the program's going in terms of what we're seeing. But we are looking toward an update later this year.
And then, of course, we haven't even dosed the first patient yet in the Phase Ib. I would expect that when that data is ready, and we've determined the recommended Phase II dose and are then moving into the registration-enabling portion, we'll then provide another update to you, the other analysts and, of course, to the Street, to help understand what was the output of the Phase Ib. We just -- at this point, we don't have any clarity yet on the. We have goals. But until we're really enrolling steady state in those Phase Ib cohorts, it's a little bit hard to be more concrete.

    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, Mike, you want to respond to that?

    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
 
Yes. So looking at it, like the Delta hasn't really had much effect. And as we saw in the past, as entertainment options are more limited, we do better because we're safer with form of entertainment that's closer to home, with environments that they're comfortable with as -- so the Delta hasn't had anything negative. If anything, as people are traveling a little less than anticipated, they're staying closer to home and playing our machines. And we've had a very good performance during this period. October kind of is like almost any other relative month of -- the seasonality is similar than what would -- as expected. So we're not seeing any outlier one way or the other.

    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 I would say not as of this point. The Delta variant is a concern. But as we sit here today, we haven't seen any type of slowdown because -- in really any of our markets because of the Delta variant, but we obviously are watching it closely, as our clients. And so it's a concern, but I -- hopefully, what happens to this country is what happened in Britain. It could -- we moved through it quickly and onward and upward.

    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
 
So Sean, yes, there's pockets of it. I mean -- and first and foremost, we track it. We track it everywhere, every day and all of us get to keep a close eye on that. And we have seen some pockets of pressure for sure, where we've had some acute turnover issues.
But as we mentioned in Michael -- to the response to Michael's question, we feel like we're past the peak and we're making headway there. To your second question, is it profound enough for us to have to concede anything on the pricing front? No, we don't think so. And I think, if you look at where a lot of the -- probably the most acute labor issue is for us is really around, if you look at our residential and you look at our pricing, what our pricing strategy has been and what our core price and yield results were for the quarter and over the last number of quarters, it has not impacted us there or frankly, in any other line of business. 

    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
 
Good morning. Darryl, can we go back to the expense question for a moment. A few years ago, well actually not few years, in 2020, there was a fairly big gap between TD, sorry -- BMO's efficiency ratio and that of the average of the Big 6. Now that gap has been essentially eliminated now. And the reason why that's interesting to me is, BMO's efficiency ratio has been higher -- had been higher than the groups for as long as I can remember, like a decade or more. And then in the last couple of years, or last 18 months or so, that gap has vanished.
Now I suspect, a lot of it relates to the actions that management has taken and a lot relates to the environment. So, what I'm getting at here is, as you look forward, do you now expect BMO to be sort of in line with the group efficiency ratio? Have those structural reasons for the difference in BMO's efficiency ratio that we've discussed in the past, have those gone away? Is BMO now -- is it appropriate to think of BMO as an average efficiency ratio bank and not one that would be 500 basis points or 600 basis points higher, as we've seen in the past?

    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. It's been part of our strategy, Hamed, but we're seeing expansion of it. We've had seen expansion recently. So it depends on the situation, but for example, a lot of the Cares Acts build we talked about in previous quarter that we're adding customers to now that was bringing fiber to towers and broadcasting fixed wireless solutions over these rural communities. In that case, a lot of that was in the Navajo Nation. And then connecting people and building the customer base.
And so we have other situations like that, where even in the Cayman Islands, where we are primarily fiber-to-the-home there are communities that are kind of sparsely settled where we bring fiber to the community and then deliver a wireless solution for that high-speed connectivity. So we just see it as one of the tools in the toolboxes, tool box. We just -- we want to connect as many people as we can with high-speed connections. And in some cases, the best way economically and technically to do that is with a wireless solution.

    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
 
Hi. Good morning. Just a question on the demand related to last mile. Given warehouses are sold out naturally, it seems like it could be a pretty powerful driver of demand. Could you quantify how much leasing demand you're seeing related to retailers needing more distribution in their local areas?

    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
 
So I would say going back to the beginning of our transaction, clearly higher, going back a year ago, again, being constrained by disclosures, I wouldn't want to make that comment.

    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, Alvaro. It's Jorge. Yeah, I can take on that last piece on -- regarding the mix. So to give you a sense, what we had is single-serve in Mexico usually is around 35% of the mix, let's say, pre pandemic.
What we saw last year and the second quarter of 2020, that shifted toward multi-serve. So that means that single-serve was reduced to approximately 25% of the mix, and now we have recovered approximately 6% of that mix, right? So we still have about four percentage points more to recover, to reach again pre-pandemic levels. I don't know if that clarifies your question, Alvaro.

    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
 
Hi. Thanks for taking my questions here. So first question I had for you is, could you provide more color on where the $1 billion of incremental revenues are going to come from? Can you break it out maybe between EU and the rest of the world? And then how should we think about sales in the second half of this year in light of the EU launch in Germany? And then also competition from generics here in the U.S., and there's been additional competitor? And then last question is -- Have you had any discussions with EU partners recently? And what type of partner are you looking for here? I think you had mentioned that you kind of keep all the options open. So just curious your most updated thoughts.
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
 
Hey, Joe.

    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 don't -- to be honest, Ted, we don't see too much effect there as it relates to the supply chain. The only thing I think that could affect our financing, potentially could be inflation. And if interest rates go up, so that would be the one effect on our business, potentially that could happen as we go forward. But as it relates to, I'll call it supply chain, with our finance business. No different than in other quarters or what we're dealing with our Technology segment and trying to get product out the door.

    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. Bryan, this is Todd. I think based on the first round offers we received -- and again, we've only received offers for the -- just to clarify, we've received first run offers for the $65 million select service and extended stay hotels that we're selling as well as one full service. We're still waiting on offers for the other two. But I would say, generally, we would expect to get at or around that net carrying value in total.

    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
 
Hi. Everybody, good morning. I just wanted to focus on multifamily and value-add. How substantial today does remain the value-add opportunity in the multifamily book? I do believe some projects were slowed or maybe halted during the pandemic. Wondering if they've been reignited and where you're focusing your value-add spend as clearly, the IRR is a pretty solid use of capital, given today's compressed cap rates? So just any elaboration there would be helpful.

    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
 
Yeah, Sam, and we apologize for the gap there. We lost our operator somehow. But we're happy to play out through the rest of the questions here. Yeah, we did some investments with them earlier in the year and we're able to do some add-on investments with them. They're a great tenant, great company. We have really good sites in the North Sea -- Northeast that we were happy to add to our portfolio.

    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
 
Ryan, it's Rod. Mike and I and the team will toggle as usual. Ryan, our philosophy on capital management remains the same. We're going to be disciplined on shareholder value, that very much includes M&A. We're excited about what Mike and I just talked about in terms of deploying $1 billion of share buyback this year. As Mike just shared, we will have $1.8 billion in excess capital, and we are looking to both invest in our business and looking at inorganic opportunities to focus on the growth in our business, and this is really to improve outcomes and the experience for our customers. So we will consider this. We are looking at ways that we can enhance the experience for our customers. And we aren't prepared to speculate on size or preference other than to say it's highly reinforcing of our workplace and institutional focus.

    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
 
Seth, I'll take that one. We have seen significant growth in our online channel. As we've said in previous quarters, most of that growth ends up in the stores. Last quarter, about 3/4 of our online sales were pick up in store or ship to store. Some of that would -- could be curbside. But we -- but most of that -- the increases that we've seen as opposed to taking the discount that they are offered for ship to home have ended up in our stores. And that just goes back to our thesis from forever that those consumers, they need help. They want to make sure they getting the right parts, they need it timely. And so Brad, do you want to add to 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
 
Maybe, Tom, I'll let you go ahead and comment on that.

    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
 
Thank you, Jon.

    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. The sustainability targets with regards to waste to landfill are companywide, so they do include Coke, FEMSA, OXXO and the rest of the operations. And the idea is to get to 100% reducing the -- reducing of waste to landfill in that respect. But we don't have the target for refillables at Coke cans as part of the green bond. The -- again, the target is more directed toward diverting total waste to landfill and related more to circular economy. So we are including, for example, with cycle resin and others -- and other components in there.
Nd the other thing to note is that the target has to do with what happens within the store, not post-consumer waste, which is what we can control. But more and more, we are assessing with third parties to include refillables in the future.

    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
 
The industry as a whole is certainly facing a number of headwinds with grains, with transportation costs, labor, etc. We're managing those. Some of that's uncontrollable. With vaccinations, we will see foodservice recovery, but it's effect on, I'm not going to project.

    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
 
Yeah. At this point, we are -- go ahead, Lars, why don't you take that one?

    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
 
Fully diluted shares outstanding today.

    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
 
Hi, good afternoon. Thanks for the question. Amir, I appreciate all the details that you've given on the call so far. Just trying to kind of summarize your comments on 1Q and the outlook. I guess, is it kind of fair to say that kind of putting everything together, you've seen pretty consistent end market demand so far in the first quarter kind of relative to what your experience was in 4Q? And then obviously, kind of worth watching some of the variability around China that you called out as well as the equipment incentive programs. I guess just kind of wanted at a high level, is that kind of a fair way to pull together how you're thinking about the first quarter?

    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. Our goal is to strive to get back to consistently 4.5% to 6.5% first. And after that, if mix helps us, we can do better. But that margin in that business needs to be rebuilt, right? It's demand needs to resume, resumption of capacity needs to resume. All those things need to happen. And if we get into that band first, then we can worry about margin uptick from there. It's not going to be this immediate snapback, I don't think. It will come in through time as customers get more comfortable with scope increase. I mean, that's really how you perform here. You get to the site.
The scope increases on the site. You have the overhead already dedicated to that site, and we can do better. And also customers are willing to spend on the ancillary services, and it's mix-dependent, too. The more we can do cleaning and shop operations as a percentage of our mix, the better we're going to do because it absorbs overhead. And it also is, look, what we're doing there is a little more proprietary versus just standard turnaround field services.

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