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, sure. And again, like you said, the labor market is really tight. And it has been not only constrained by the impact of discontinued governmental benefits. But now what we are seeing is that reopening of the economy after the COVID putting a big competition for a very small labor pool. And as we mentioned, we are considering all options. And one, we are aggressively addressing the situation on the attraction, retention and management of these absent in our labor force and of course, investing in the automation. We are happy to see that our staffing levels have improved over the last three months, and it helped our mix effect, but we will need to continue to invest in automation because we don't believe the labor force is going to increase significantly in the coming future. We, over the last two years, reduced 2,200 positions with automation, and we expect to invest around $100 million more in the next year to reduce around 5,600 positions. We are investing also in some new technology in big bird deboning automating that big bird deboning, which is very unique, and we expect those plans to be operational about this 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
 
Thanks, Ronny. We'll go to Dan and then Josh.

    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
 
Look, I'm not going to guide the second half, it's pretty far out. Yes, we have seen that phenomenon over the last couple of years play out. I would say in part of why we felt comfortable with the first-half guidance is that we do have very high levels of backlog. And given the fact that the WFE number this year is clearly a supply number and not a demand number, there's certainly evidence of visibility through our customers and how they're lining up for tools into the first half of the year.
So, we feel pretty comfortable about what we see there, hence, the guidance we provided and are driving the business and in particular, the capacity we have to be able to support long-term growth in the industry. So, I'm not going to give you the second half, but I don't see any reason why things would fall off given the nature of what we're seeing and the demand and conversations we have from customers.

    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 Sam, I'll take it. This is Lane. We've looked quite a bit at diversifying into petrochemicals. We continue to look at it.
We have a -- it's just -- it hasn't met our gating threshold. So we would -- but we're going to continue to look at it because, obviously, it's something that we could do. It's not too far out of our wheelhouse to do. But so far, when we do a lot of these things, we haven't found them to be better than some of our other projects.
For example, renewable diesel projects, right? I mean, in a world where we're going to put money, we -- that's today, that's where we put our money instead of sort of petrochemical path. But it doesn't mean that we are not -- we're closed to the idea. But certainly, we like our investments in sort of this lower -- this carbon transition in terms of trying to lower the carbon intensity of transportation fuels.

    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
 
That's a good way to take it away.

    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 hard to say, Paul. I mean, I think it depends on timing of investments and what the opportunities are out there. And so we're constantly evaluating that and would integrate it in our portfolio if it made sense.
But I would be purely speculating to give timing on when we might make the next significant investment in OxyChem.

    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 Amit.

    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
 
Well, I agree with you, we're BB. Getting the rating agencies to agree is -- I guess that requires a few more follow-up calls. But well, look, I think that -- look, Carla, I think is what you see right now is -- I think on the ratings front, we've got two really good things going on, right? We've really got EBITDA on a nice growth trend. What we're trying to signal is, look, we want to continue to underpromise and overdeliver. We don't want to get out in front of our skis, but the reality is we're winning. And we expect to keep winning. And so we just -- we've got some trend. We've got some inflation. We've got a few things here in the back half of the year that we want to point out openly. But we're generating higher and higher levels of EBITDA, and I expect that to continue as we go into '22 and beyond. So that obviously drives the leverage ratio down, improves interest coverage, etc. We've also just done a refi, which is materially lowering our cost of carrying our debt. And so as that interest expense drops, the free cash flow really expands. And so I think we've become a more exciting free cash flow story as we get into 2020 as well. And so all those things create dynamic and positive trajectory for our credit profile, and then hopefully, get the rating agencies to agree. But yes, let's see where we go. I don't -- Jeremy, any color?

    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'm sorry, say that again.

    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 everyone. Good morning. Thanks for the details. Tony and Adam congratulations on everything the next chapters. And Tony it's a long way from applied extrusion.

    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, Peter. You're right. We do have higher demand in the fourth quarter, which resulted in some of our deliveries that are going to move into 2021. That probably is about 4% to 5% of the growth, 4 to 5 points of the growth that I highlighted for 2021.
As far as pricing, we have pricing in select models built into our 2021 plans and continue to have pricing power across the line based on our innovations. You know that historically we've taken an average of about 3% benefit-driven pricing per year. It's been a little lighter than that recently, maybe half of that, but we certainly have that power to in our business model.

    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. No problem, Steven. I assume you're talking specifically about Q2 because that's the only thing we've really given Nextracker disclosure on. Am I 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
 
Yes, I'll add some color. We don't really give guidance for '22 and often what happens is we have a clearer view of how the electronics market is shaping up, normally around our April conference call. So that in May, that's when we would sort of share more of the view for the year. I would say this, it's been a lackluster year for consumer electronics after growing more than 30% in 2020. Unlike last year, customers, our customers are focused on upgrading existing lines and not making big incremental investments for new smartphone technologies and new capacity for online learning and remote work demands, this is a market that can cycle. And so often in the past, after lower years, we have more higher periods of investment. It's too soon to make that call currently. But manufacturers turn to us to help them bring new products to market and to realize productivity and quality gains. So example of things that we would do for them, help them as they miniaturize products and how they bring new technologies that are challenging to assemble such as wireless charging stations, micro LED displays, smart watches, virtual and augmented reality headsets. As they look to eliminate cosmetic defects and as they implement automation in a world of labor shortages and less desirable jobs and health concerns around the world. And I see demand for those continuing to be very strong for a long period. It's more of a matter of how they play out in investment cycles. This year with the down cycle after a pretty good upcycle last 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
 
Yeah, I mean, so the European Tinplate business the two months is worth about $0.20, so then the residual is effectively everything else you mentioned. Improvements in the underlying business, net of any -- anything going the other way.

    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, Paul.

    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 good morning, guys thanks for the so far. So I want to go back, I think it's been asked a few times, but I'm going to put a twist on it. This sort of three times demand, normal demand figure that, Ric, I think you mentioned in the answer to one of the first questions. So as I think about that, I mean, you're not so much pulling forward future demand, you're sort of clawing it back from an air pocket that existed during the depths of COVID.
And so we might consider that the industry is sort of over earning currently on demand and, therefore, rents at the moment. And so as I think about what next year and beyond are going to look like? I mean would you say that we are going to have a more sort of trend like demand figure in 2022 and beyond? And what does that do to a pricing algorithm, if you're comparing sort of year-over-year and you do see what looks like an air pocket as measured against what's happened in 2021. How do we figure out where the puck is going in that regard?

    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 it is when you look into this near-term because of what we've done to rationalize our sort of '22 order book. Even if we've got spiky levels of capex, as we go further out, naturally, you end up smoothing things accordingly. So as I said, this should be a high watermark in relation to 2022. But, sort of the '23 and beyond, we'll continue to work on the order book to get our balance right.

    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
 
[Technical Issues] just one more thing to keep in mind too is that we do think there is potentially some quarterly volatility here as well. So it's hard to draw conclusions from based on one quarter's information, just kind of an immediate -- something that's occurred recently in Q2 we actually saw quite a low level relative to our range. So they can move around quarter-to-quarter. So that's why we want to see some more data emerge before you consider making a change to our range.

    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
 
This is Matt Fishbein on for Rob. Thanks for the question. So Q3 household penetration on a percentage basis was 4.4% versus the 4.5 in Q2. And I think households were essentially flat sequentially as well.
Maybe we're splitting hairs here, but the first quarter since the lease 2019 that there wasn't any sequential increase in household penetration. So wanted to get your take on this. And given the new distribution gains, both in breadth and depth of distribution, how much of that sequentially flat, household penetration is owing to the total egg category household penetration unwind as maybe consumers commute a bit more to work rather than cooking breathes and home. And I guess just a follow-up broader question on it, is household penetration even the best measurement for us to use when we think about brand awareness?

    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
 
Paul, do you want to grab this 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
 
Yeah. I think there's -- what's important to keep in mind is the mix between direct orders and distributor orders and how that changes over time. The other thing that can move it, Sam, are upgrades versus true new orders. So I don't think there's anything to point to as it relates to ASP.
I think our team is doing a very good job of holding the line there in extracting the value that we think we deliver to our customers. Zach, would you add anything?

    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, Stephen, you summarized it correctly. It's -- I wouldn't have thought of scrambling costs, but it's not a bad descriptor. We, in our more recent commentary, told folks that we saw kind of 9% to 11% inflationary costs. And we're still there, and this is just the things we're doing above and beyond that to get stuff done. And you heard Ryan talk about some of those in his prepared remarks. Literally, paint suppliers don't have paint, so we're asking people to drive to go buy paint in retail stores. That's not normal. It's not the way we do business. We are shipping trusses from market A to market B. Again -- because there was a truss factory buyer in market B that limited the production capability there.
And there are myriad examples of that. And they're different for different types of construction. They are different, markets for us. You kind of mash it all together, and that's the $2,000 a unit. So on some units, it might not be much at all. On others, it might be $8,000, depending on the circumstance. That kind of blend to that $2,000. I might steal scrambling costs, so thank you for 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
 
APP, fantastic. Okay. Yes. No, I mean, let me just start by saying one of the really exciting next frontiers for Alnylam is the broader extrahepatic delivery opportunities. And you'll hear a lot about that at our upcoming R&D Day, and I think you're going to be really pleased with what you hear. And of course, the program that's pushing that frontier is ALN-APP, which targets amyloid precursor protein. And we are really excited that the IND should be filed or CTA in this case will be filed by the end of the year and we do expect to have human data next year from that program, which will be really important because if we can reproduce the 70%, 80% lowering of APP and Abeta fragments that we have observed so durably in the primate that would be a major milestone for the entire field, and frankly, for the treatment of neurodegenerative diseases in the future. So we really look forward to that. Now specifically on the development plans, maybe I can point it over to Pushkal to maybe make some high-level comments. Pushkal?

    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, guys. Thanks for taking my question and congrats on the quarter and the outlook. I wanted to start off on mortgage. And again, if we look at verification revenues up another 100%, that's well higher than what you saw in the USIS revenue growth and as a matter of fact, the growth in EWS has stayed kind of consistent at 100%, even if when USIS volumes in mortgage have come down. Can you maybe talk a little bit about that decoupling? Is it as simple, a strong record growth or is there something else that's allowing you to outperform that massively even when volumes come down a bit on the USIS side?

    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
 
So let me take the first one, Tom. Maybe you can follow up on that, on the market one. So yeah, Chris, thanks for your question. We still are very active looking at wealth businesses.
We actually continue to have an investment in Wealth Capital Partners, a minority investment. They are very active in acquiring. And so, we've actually benefited from their growth as well. We have had some in our pipeline.
We continue to have some in our pipeline. You're right, valuations are tricky. What's interesting, though, is that for some of the larger scale ones, the needs are different than kind of the high price and in part being part of kind of a roll-up strategy. So we are competing well there.
And while I would say that sort of the concentration is maybe lower than other areas that we are focused on like illiquids and ESG, we do have some in our pipeline. But I would say that we do offer a differentiated solution because the permanent partnership for businesses that are already scaled and they're looking to either extend or they're going through succession planning, that is where we differentiate ourselves. Tom?

    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 is correct. And we'll continue to be transparent about what that RIN number is and what that mark-to-market noncash component is because we do believe that we don't ultimately owe that.

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