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, Markus, I was -- the 200 and some basis points is really in our hardware businesses, particularly sort of Fluke tech, Sensing tech in particular, that I was associated with that number. So that's really a comparison of where really relative to price cost. I think our overall -- sort of our overall pricing for all of Fortive incorporating everything is probably closer to -- from the second quarter, probably up about 140 -- excuse me, about 40 or 50 basis points up from where we've been thus far in the first half. So the 200 is really to address the price cost question. And so -- but the overall pricing is a little bit less than 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
 
We're actually adding -- we'll be adding significantly to the hybrid team over the coming years. We feel like we're ready for the launch. We're in a great position with a number of reps. We have actually added kind of a management layer, where we've converted some of the reps into Area Directors. So we have now got six areas around the country. That team is fully staffed now and then we have fully backfilled them. So actually we have been hiring, but it's more being kind of backfilling some people that have been promoted to take on larger management roles on that front, and we'll continue to hire in that area. But we're well positioned. We've got the country covered. We feel like we're in a really really good place on that front. On top of that, I mentioned about the education and training team. In order to really roll this out effectively, we've got to have a robust team there, and we'll continue to add to the number of people we've got on the education and training team as well. And so yes, we'll continue to add headcount over the course of the year.

    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, they're a book and ship company, and it's really astounding the way they can manage their mix to be able to support a broad industrial customer base with a very broad mix and do it so efficiently every day. I think right now, the backlog is -- if I had to project it would be somewhere between $35 million and $50 million.

    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 would say that would probably take us up as far as asset sensitivity, but I don't have the exact rate there. And one of the things we'll be monitoring is just what our outlook would be for rates overall and what's the other changes in the balance sheet. So since those swaps are fairly short in duration, it wouldn't have a huge impact in overall asset sensitivity, but just something prospectively that we'd have to evaluate.

    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, thanks, Wamsi.

    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. It's growing really well. We have a really strong team there. And as they've grown from nascent two years ago, this year was a doubling.
It's still sub -- meaningfully to sub-10% of ARR. But we could see them getting 10% of ARR in the next year, year and a half. Just the market there, the IT providers needing to move to a cloud, needing a platform to help them migrate their businesses, Secure Cloud fits that really well. We're making big investments now to launch later in April, which isn't that far way now into the German market, which we see being able to, in three to five years, match where the U.K.
is in a three-year investment period. So that just sits under 10% or another 10% of our ARR with that investment profile in that market.

    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
 
No, but to seriously answer your question. Tax equity has this unusual dynamic, where the tax equity investor really needs to realize an inflationary pre-tax rate of return to fit into the safe harbors for the IRS safe harbors for the structure. And so their pre-tax returns are commonly in the 1% to 2% range because of the depreciation benefit that can cause the after-tax returns to be like 8% to 10%, which does feel extremely high. But it's really a regulatory construct that drives that. And the pre-tax capital cost still is similarly priced or maybe a little cheaper than senior debt. So as we and our common shareholders experience it, it's actually still quite cheap capital.

    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 Doug. Tabitha [Phonetic], we'll take our next question, please

    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, Paul, I want to be clear, you're talking about backlog conversion. When you're saying conversion rate?

    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, I think that's kind of up to -- that's for you to decide. I think the argument you're making is not unreasonable. I think what we do is we give you kind of the outlook for the company at current run rates. And if you think that Food Equipment is going to come back stronger or you think the auto issue is a bigger issue, then you can certainly make those adjustments to your model. And as you know, ITW is this is a pretty predictable company certainly at the enterprise level. And so you can get pretty close to the models that we're looking at. And so we're really being -- we think this is the best way to communicate the outlook for the company, and being very transparent. And then it's for you to decide kind of segment-by-segment, how you think things might play out based on whatever data points that you look at.

    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. Thank you very much.

    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 a lot for taking my questions. And congratulations to everyone on their new roles and Jeff on your retirement. My question is on the DIY...

    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, well we don't breakout pipeline in terms of add-on or net new, but I can tell you, it's certainly healthy in both and our primary focus is certainly on net new customers because the add-on business tends to come on, as I mentioned earlier, at a much lower cost of customer acquisition, happens much more organically. In terms of industries, look, we've seen acceleration of pipeline in some of the largest and most prominent industries and as you would see with COVID now starting to kind of -- the situation starts to look healthier and healthier each day, we see some of the larger projects in manufacturing, telecom even high tech, retail certainly moved a bit quicker, but those are just some of the verticals and the very sort of situational data I'm sharing with you, it's not scientific if you will.

    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 I'm going to start with the end of your question first. We actually see the market in balance almost all the way there already, which is really exciting. When I think about how the industry has responded to this downturn, specifically compared to the '09 downturn, which was quite a different scenario, the route data tells us that we're almost in balance already from a days in fleet, days on rent. We're not quite there yet, but a heck a lot closer than I would have thought. So I think we're already in pretty good shape. And now it's just about the opportunities that we can lean into.
And we do see growth headroom over the next few years. This year may be a little less than what we'll see in the future years, but I'll also say that this headline growth that -- let's use the midpoint of 3.5% is a little bit misleading because it's having to absorb what is a tough comp in Q1. And when you model that out, you see the quarters two through four are actually significantly higher than the 3.5% average you see. So we're already leaning into growth, and we feel excited about it for '21 and beyond.

    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
 
Regarding the expenses, Jennifer, a couple of things I'll mention that as I mentioned in my comments, obviously, there was some benefit, if you will in 2020 expenses related to the fact that a lot of incentives weren't paid right, we weren't meeting the targets that we needed to meet it, and so our projections for 2021 do represent that we will have some increases there. And we also have the impact of the Houston expansion. We talked about that. We had planned on that they would all be opened by the end of 2020. That process has been a little bit slower than we expected and so we still actually have three more branches to open and we opened quite a few in the latter part of 2020.
So they're having a full-year impact on 2021. I'm going to say those are primarily the big things that are affecting the growth between 2020 and 2021.

    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. So on the supply chain side, as many of us know, that there's been a lot of pressure on the supply chain and driven in some part by the automotive sector and the tremendous demand for microprocessors and GPUs driven by the gaming sector as well. We've been very fortunate to have an incredibly strong supply chain team that's been able to fight through the supply chain constraints that are out there. And I'm confident that, that team will continue to deliver. It won't be a golden road, but we do think we can fight through those challenges and meet our customers' needs.
In terms of guidance, we do -- we haven't offered guidance, as you mentioned. I think our expectations were we want to build on the success that we saw in F Q1. We're tempering that a bit with how much demand got leaked from F Q2 into F Q1, but we still think we can grow sequentially. And one of the things, the hallmarks of F Q1, we did have strong gross margins that you saw from Jamie's remarks. And that was a little bit of a weighting toward some of the console server and other high-margin products. That weighting may change a bit here in the current quarter. And so gross margins may come down a little bit, which may temper our adjusted EBITDA expectations in terms of quarter-over-quarter. But we do think we can grow sequentially the office F Q1 base.

    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
 
Perfect, Very good questions, and let me start with the energy reform and the labor reform, which the main objective is to cancel the outsourcing. Energy reform is not a very good reform. I mean, it was a very bad reform too. But to be honest, I don't think it's going to go through. As you know, there are more than 120, I don't know, but probably you know, 120 demands already put and the law has been suspended. The Secretary of Energy already suspended the law. I don't think it's going to go through. The rationale of the law, of course, is to give a more balance or to give a little bit more to Pemex and to see a fee, the state-owned company. But I think that what people didn't realize in the government is that, that is not very good for the competitives. And now the people are realizing that. Labor reform does not have any impact on us. To be honest, I think it's even going to have a small positive impact from us. We used to pay the performance bonus as the law requires to all our employees. So I'm not seeing any affection for us in this reform. The first question -- I think also with that, I answer the second question. I don't know if anything is left of the second question.

    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, good morning, Peter. Thanks for your questions. Right now as you mentioned our Prattville facility is ramping up very nicely. And then so with our ability now to be integrated closely with our customers, we are going to take the demand that future forward demand for our customers and we -- it was to have the right production plan and allow us the flow product from our plant into the marketplace and so that has been really the key driver for us to -- to really manage through the growth within the quarter despite the disruptions that we had -- pulled out eight days in February, we had a decrease in Texas. And as you know, we have two big plant in Texas that service the markets. So, but given the lean approach that we have had in our company, the integration of our customers and then the really the great collaboration between the different function within our company, we're able to mitigate the temporary shutdown of our plant for those eight days and be able to come back strongly to serve the market and to be able to the finished the quarter strong, so that you saw in our results.

    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. This is Mark on for Ian. Thanks for taking our question. So I guess on -- just a quick follow-up on the prior question on litigation. It seems like there are some new case filed in Germany with Xiaomi. Can you guys just give a -- provide a little bit more details there? Is this something more meaningful or how should we sort of interpret this going forward? Thanks.

    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, operator, and thank you all for the time today and for your interest in Casper. We hope you and your families stay healthy and safe. Have a good day. 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
 
Yeah. I don't have that data in front of me, but it's -- maybe in the private section, we could talk.

    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
 
Thanks, guys. Just a quick follow-up on loan growth. We saw a pretty material growth in single-family loans in the second quarter. Just curious if we're going to see continued growth in that portfolio over the next few quarters. Thanks.

    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 that the $892 million is based on the some of the kind of face price on each of the three contracts, to the three projects. Each of those have standard traditional change order provisions that you would see in a design/build contract. So that -- it's probably as good as an answer as I can give for 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. I think no matter you're in Beijing or Shanghai or maybe you are in Suzhou or Yibin, the students has equal demand or equal opportunity to study better and go to the better universities. So the demand is always there. And the only difference is previously, if you only have the offline growth drivers, run the classrooms, have a lot of teachers, and do offline trainings, well, it is very operation intensive and very difficult to be scalable.
But when you have the online part, so you can move some of the elements or some percentage of the workloads to online, which made the model easier to be flexible -- or more flexibility to be scaled, and -- which also encourages us to provide the high-quality and affordable services to the students not only in the top cities but also in the rest of places. Today, we cover around 110 cities, so we tend to enter more new cities in the future. We wish we can provide equal access to the high-quality teaching services from our platform and with which we can help and support more students to achieve their goals in the future. So thanks to technology, which give us some possibility to go into more places and teach more students.
But this is not the end. During the online merged offline process, we still see a lot of points we can improve. We still see a lot of challenges. We need to deal with that.
So -- which is -- would take us -- the other, several years, maybe two or five years, even longer, to make this happen. 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 don't have that number handy on me right now, and I would hate to give you a number off the top of my head. So I think it would better if we get back to you on that. I have one, but I'm not confident in it. Safe to say it's the biggest market out there.

    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 think because these Gen 10.5 plants produced panels, I don't know, roughly at about a 30% cost advantage, especially when they're integrated with our glass operations. The fastest a pretty powerful microeconomic force so that you're just seeing the behavior set that when demand is well is -- is -- is more than those ultimate low-cost production assets, then less productive capacity stays full. And so as that continues to grow, I still think the right bet is continuing movement toward those big Gen 10.5 plants.

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