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
 
Great. Thanks and good evening, good evening folks. Matt, perhaps you could give a little bit more detail, just around the Waddell timeline as it relates now to the close advisor on-boarding and synergy runway. I know you had a nice graphic in the presentation last quarter, and I may have missed it this time around, but if you could help us just kind of walk through that a little bit, that would be appreciated.

    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, we do. It continues to be an issue. There continues to be container shortage in Asia. It's difficult to reserve space on ships. So we continue to have elongated lead times as a result of that, and we don't see a near-term resolution to that. So we expect that to continue through the second half of the 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
 
Well, Cai, of course, we don't do that. So we really -- they will both be in the Defense segment. Again, we just don't -- we don't disclose revenue and EBITDA on our deals and I'll come back to the strategic nature. And you know, 1901 clearly fits with our digital transformation business, which is very significant for us, and accelerates our ability to offer services on an as a service basis, which we believe is a growing trend in the industry.
Gibbs & Cox, is an exciting opportunity for us. We've learned a lot about autonomy and the Navy business and in our MUSV program, I think we had a very, very competitive bid, but we didn't win. And as good as we were about the mission equipment on the autonomy, I think there were things that we learned in naval architecture and ship design. And in the discussions with Gibbs & Cox, we're very excited about how Gibbs & Cox brings their capability around the design of the ship and the ship systems. And we bring, if you will, the mission equipment. And we're really excited about how that will fuel growth for our Maritime business going forward.
And Cai, we'll talk a lot more about Gibbs & Cox after closing. We're in that rather sensitive period between signing and closing, where we're starting to file all of our regulatory filings. And so we're going to let that get behind us. And then we'll reach out to you all and talk a little bit more about Gibbs & Cox, and its history and where we see that going.

    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
 
All right. Thank you, Greg.

    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
 
No, it would trend higher as well. Assuming a lot us draws out volume and blend, but directionally, you would expect that the trend higher with higher spot prices.

    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. And traditionally, what we'll do, Steve, every quarter is we'll consistently update this. At this stage, when you look at the totality of structures impacted, what's going on there is you have a mix of a few things. First, it's the roughly 1400 structures that were damaged or destroyed. Two, there's also an element of commercial area or downtown area that was impacted, so there is some focus on business interruption in that specific affinity. And then third there are some areas where we have to contemplate the potential for private timber operations, which would have pontential impact there as well. So, when you stack those all on top of each other, you get to the point where we get in terms of those private claims recoveries and the charge we disclosed today of $1.15 billion.

    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, thanks very much for the call. I was actually just about to ask the similar question on about geographies you're focused on for Nuvera. I guess given that you answered that, my -- the only thing I just wanted to just state was in we believe Nuvera is a tremendously valuable asset with proprietary technology and capabilities that provide a competitive advantage even versus many of the publicly traded fuel cell companies.
And we also believe that Nuvera has a greater potential as a stand-alone entity outside of Hyster-Yale, so would therefore request that the company and the Board focus on unlocking this significant value by exploring a divestiture or a spin-off or sale of Nuvera as soon as possible. Thank you.

    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 margin question is highly dependent on supply and demand and whether or not surcharges will be maintained. They're holding today. The question is, will they hold for the balance of the year? We'll have much more clarity on that in June.

    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, you hit most of them [Indecipherable]. So I'm glad that that message came through. But when you really -- you look at our merchandise margin, that was the vast majority of what was going on. And as we mentioned a few times in the call, it was all about the reg price selling. We saw strong reg price positive comps at the expense of extreme markdown leverage. So I mean, that's the ideal playbook. Even in Q4, as Roger mentioned, Q4 of 2019 was heavily promotional as we were liquidating out of excess inventory both at DSW and Camuto and we're not doing that in Q4 of this year. So that merchandise margin story is going to remain a very, very strong one. We saw leverage on our occupancy line slight a little bit and then on the DCFC [Phonetic]. So those are the big pieces, but it really was all about that merchandise margin and the vertical of brands that you mentioned, being able to see those turn back on into growth mode, up 117%, I think to 2019 at those elevated margins that all plays right into 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, if we just -- just to go through the smelters directly at Mt. Holly, we should be around 170,000 metric tonnes of production. This is in total, David, and you can just scratch off the value-added products in here. At Hawesville, we should be about 200,000 metric tonnes of production, at Sebree, what do we say, about 210, 215...

    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, Alton.

    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, well, it's more. If you look back a year, it's probably a better comparison. Last year at this point, we had a little bit higher backlog, but the percentage of refinancings in that backlog was much more significant and as I said in my presentation, there's still an elevated level of refinance activity, but it's nothing like it was last year. So, although the backlog is down a little bit percentage wise from last year, the percentage of refi is down significantly versus purchase money and that sort of thing.

    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. I think in general, for the greater Exensio and Cimetrix connectivity, it's really just the increased activity in semiconductors, particularly with the Cimetrix products, they ship with every piece of equipment, and equipment volumes are up and they're up on many mature nodes too, it's not about the leading edge. With respect to design for inspection and electrical characterization, smaller feature sizes is one of the drivers. But I would say almost the most important one is the 3D nature and the 3D complexity of silicon processing these days. A lot of what you would normally inspect on the surface of the wafer, isn't what really drives yield loss right, conventional inspection today is still primarily using a light source, as you look at the surface of the wafer. But at least half of the yield loss that we see on leading edge parts, is really about the connections in between the layers, whether they are shorted or opened. And the electrical test structures, as well as some of things we're doing with DFI, really allow you to look at those between layer drivers, and that we feel is a bigger driver for our characterization solutions per se, than the feature size itself. But I would say broadly, the analytics business is just about the increased activity in semiconductors overall. It's really just the characterization at DFI, that are very sensitive to the number of players investing on the leading edge.

    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
 
Right. So we basically inherited, we'll call it, between 7% and 10% of our hedges that Alta had in place. They were at a hedge price. I'm going to average between '21 and '22, about $2.60. We then added a call, Alta hedges, to protect the returns of that transaction of about another, we'll call it, 6%. We added hedges at about $3.50 in 2021 at $2.80 in 2022. And then we added an incremental wedge of hedges between '21 and '22 that Toby talked about that had a $3 number on it, and there was a piece of that which were collars. So the Alta pieces were the protection of -- for the transaction and the inherited piece, and the incremental piece that we added to go toward our price view was that $3 piece, of which a portion of it is in collars, if that helps.

    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
 
Hey guys, good morning, thanks for taking my questions.

    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
 
Pete, yeah, I would use the standard math here. We've mentioned on some previous calls that if you take the purchase price and divide by 10 for EBITDA and then multiply times two for revenues, their margin is very close to 50%.

    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
 
Elizabeth, it's Fran. I'm going to let Tim take that. We -- what I will say, before I turn it over to Tim, is that one of my first observations when I arrived here was I was very impressed with the way our strategy was put together in terms of the ability to make course corrections, if you will, literally by the day in terms of how we deploy our lead gen dollars. And -- so that if something is not working as we had intended, we could shut it down and move money elsewhere or not make the spend altogether.
So I'll let Tim expand on that.

    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, Curt.

    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
 
Right, right.

    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. Look, I mean we have seen a number of rate hikes and then the talk of rate hikes here in the U.S. As you look at kind of our IRE that we report, we're not that sensitive to the short end or long end. But that said, rate and price increases are beneficial for us.
And so we are -- we've got a lot of liquidity that's available for us to invest as we see rates increase but also have enough dry powder to ensure that we're taking advantage of client demand as that starts to return as well. But for our firm, as you pointed out, the global impact to rates is quite important. And increases internationally helped to fuel our performance in parts of the franchise like TTS and elsewhere.

    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
 
Right. Our biggest increase in price is coming from selling bigger bundles, OK? And there is some increase in price on each module, but the pace at which we're expanding our portfolio is quite significant. And as customers see the value and because we show business value, the increase in price per customer from ACV point of view becomes a natural thing. I think if we were to compete on price, if we were to compete on, say, I'm a better firewall than those firewalls, then it gets hard.
We don't really compete to replace a given firewall or proxy. We are enabler of secured digital transformation. The sale is often driven by the CIO to head of infrastructure to head of security. When they look at the amount of money we can save them to replace all these legacy firewall, security and networking devices, the ROI is very impressive to justify our price becomes a lot easier.
So value-based -- business value-based pricing is what we have advocated. Does that make sense?

    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 on the other operating line, really, we had a $3 million last -- this time last year, quarter two last year. that we incurred that we're lapping, not seeing the same levels on the PPE in quarter two this year versus what we were doing last year. So that's a little different. But we still definitely are seeing the cost in the numbers in quarter two. Glove specifically is what I called out just as materials have gotten very expensive when it comes to making gloves, costs were definitely -- we were seeing those increase significantly over the quarter. I think those have started maybe to come down a little bit now, but they did peak there quite a bit. So really, that would be more of what I would tell you is living and other operating. Obviously, you have the higher To-Go supplies, that -- payment, which is I think you mentioned that $1.8 million in labor and along with just other benefits on that labor line. But that's really, Brian, I think that's all I could really call out specifically.

    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
 
So not to distort the level of business that we do there. Both DKNY and Lagerfeld are in the early stage of development. We're aggressive in our spending both for talent, and systems, as well as logistics. So there is nothing that I can tell you other than percentage increases that would excite you. But basically the message would be come back to us a year from now and there would be something that moves the charts on the earnings stream on digital. In contrast to our own -- the retailers that we service all have a matured digital base, and as much as our largest account has about 40% penetration in digital, and that business is great.
That business is performing with a minimum of 30% comp to last year -- 30% up comp to last year. And not that we're laid on the digital side, but you need to recognize that some of our brands, Calvin Klein, and Tommy Hilfiger specifically we license those brands, and we do not have the right to build our own digital sites. So with the acquisition of DKNY, and Karl Lagerfeld, and Vilebrequin, we finally have some massive opportunities on global brands that would create consumer interest, and they are creating consumer interest. And with that in place, we chose to invest in the talent pool and the systems that I described. So we're looking to some great stories in the coming years on our digital expansion.

    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 Donnie.

    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. Thanks, guys. Let me add my congratulations on your execution in 2020. I just wanted to follow up on the last question about how you're thinking about losses and provisions.
And I'm curious how you view some of the uniqueness of this recession that we've gone through. It's been sort of the unrecession, where you've seen payment rates be better than usual. And of course, there's been a tremendous amount of stimulus. So, I'm curious, as you think about us lapping that, how you factor that into your expectation for losses?

    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, Tom. Sorry. I was trying to get my mask off. We're expecting China to take about 25 million tons of corn. So, you know the situation there in China. We think that the inventories are -- reserves are much lower than what the market is reporting there. You can see that in the prices that we've seen. And China didn't have a great crop. So, we expect significant imports for both oilseeds and corn.

    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, Stephen, this is Doug. Yes, I would expect that to continue through the third quarter and probably through the rest of the year.

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