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. I would love to say yes to the scrapping question. But I think in an environment where capacity is already extremely tight, the fleet is already fully employed and where the sort of supply side growth from a structural perspective is very limited, I think it's highly unlikely that we see much in the way of scrapping at all, Liam, in the near term. Maybe in the out-years, by which I mean 2024, '25 and beyond, the older ships that are being kept out of the scrap yards now because they're earning so much money will start to be recycled out.
But I think near term, it's unlikely. They're just making too much money.

    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, Tim. Yes. I appreciate it. And good question. So from an inventory perspective, we feel like we're positioned well. We have done some things. Our strategy to order products, order promotional inventory to go ahead and beef up our supply was an important component. We've done some things about -- around regional and local sourcing of inventory as well. And those were really proactive measures that we took to get us in the position that we're in right now. And if you look at our held for lease, one of the ways that we look at it to realize the strength is, it's up almost 9% versus the same period last year. And that's even considering that we have about 100 fewer locations, the refranchised locations in California. So we feel good about where we're at right now, like I said, promotional purchases, regional and local sourcing. And don't forget that we're also in the business -- we do have some customers who tend to -- they like to return the product once in a while. And that's OK because we get that merchandise back, and we're able to go ahead and rerent it to somebody that's looking for a good deal. So those things, coupled with the success, and we're very proud of our merchants and our suppliers for their support and the things that they're working on. And as we go through the subsequent quarters, the back part of the year, we just expect that the supply chain will continue to get better. So we feel good right now. We've got enough inventory to meet the demand.

    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 very much, guys, and let me also add my congratulations to Lynn. I wanted to start off by addressing something that you all referred to with respect to addressing the chronic housing shortage in California. I was curious as to -- I know that recently, there's been some movement in the state to sort of directly tackle that. I was curious if you could talk about perhaps how Five Point, with its unique positioning in the market, to what degree are you involved in some of those conversations? And have you seen anything in particular that plays particularly to your strengths or things that you can do to improve the situation?

    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
 
Why don't I start it and quickly hand it over to Jeff? One of the things I think to keep Cologuard in context is the impact that it's having on patients, in one quarter the incidence rate in the U.S. being at 0.6% roughly. And then, of those people with cancer, about 75% have early Stage 1 and 2 cancer. There are probably in the ballpark of between 1,000 and 2,000 people who were diagnosed with early stage colon cancer because of Cologuard.
And one of those people were -- I got an email from one of our employees who took the Cologuard test because he wanted to experience the -- he's on the customer service team and actually wanted to experience the test, and that person was diagnosed with Stage 1 cancer. So, we're seeing the impact of the test. If you also look at the 5% prevalence rate of advanced adenomas in the over 50 population, we're looking at potentially 25,000 people who had pre-cancers removed last quarter. So, the impact is significant and it's growing.
And Jeff, why don't you take Doug's specific question?

    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 gentlemen. I just wanted to maybe go in another direction with respect to allocating capital and talk about more operating avenues such as digital investments and other kinds of ways that over the long-term you might be able to drive some efficiencies and margin growth that way. What thoughts do you have to that end?

    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
 
This is Xinyue for Greg. Thank you for taking my question. It's great to see the broad payer coverage for Oxbryta so far. I was wondering since there's usually a 6 or 12-month limit for Axis.
How do you think about keeping patients on therapy when the reauthorizations are potentially coming up?

    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, thanks, 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
 
This is -- here asking on behalf of Kirk Materne. Thanks for taking my question. Two questions. First, I know you guys kind of talked about this before, but you mentioned sales productivity getting better on the contractual recurring side of the business. Is there more room for productivity to improve there? And how do you think about the balance of adding capacity versus further adding further productivity improvements when looking ahead to calendar year 2022?

    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
 
Great. Thank you so much. So just a question around emerging markets. I know, Steve, you've said it's about 20% of the business. Obviously, we've seen some nice pricing already come through there, even though it looks like currencies hasn't been a headwind. So I'm just curious, kind of net-net within kind of the broader emerging market platform you have, has the strategy just been -- you think that volumes essentially can remain somewhat steady as you get through that back half of the year, while pricing is still elevated, maybe there was just some pricing opportunity, I think, that you had spoken to kind of coming out of Q1? And then I have a quick follow-up.

    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, that's a number that will move around significantly, Paul. In this time, one, as you know, stumpage doesn't include logging and hauling. So, there's in the South, that's another, call it, $22, $23 a ton. But also it depends on the mix of what's available and it's heavy to pulpwood which has much lower margin sales than certainly sawlog stumpage would be.

    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, this is Vasu, Stephen. I can start on that one. Look, we -- ultimately, what we want to do is create the most comprehensive network for our customers. And whether it is a code share, an investment, a joint venture, whatever it is, we don't see them as end in themselves.
Those are just simply means through which we can create something really comprehensive for our customers. And in many parts of the world, we would love to be able to do it all just organically with American Airlines mettle. That's not always possible from regulatory or other reasons. And so based on that, we made -- employ different mechanics, whether it is an investment, a code share, a loyalty partnership.
And so it will change out there. But for us, the true north is creating the most comprehensive global network. And we see that whether it's -- we've seen the benefits for consumers in the Northeast and the West Coast. As we look at South America, really has less to do with investments and more that -- the one thing we can't do for the South American customer is carry them within South America.
And so we're always on the lookout for partners that can help us do that and create more value for the customer and how we go and partnerships together as a sort of second order issue. 

    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, you can see that the contribution overall was not huge. So we're in and around a breakeven or thereabouts

    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, absolutely. The ecosystem we're putting in place when you think of the B2B website, when you think of the new loyalty program or the revamped loyalty program, also translating into the Pro app. We're seeing record traffic on the app. The app traffic is growing.
The Pro traffic on the app is growing. Basket sizes and tickets and engagement is growing. And our teams are doing an excellent job in stitching what we call households together. So our understanding and knowledge of all our customers, but particularly our Pro customers because they're engaging with us at a much higher frequency than the average consumer, we're able to stitch all that behavior together in a much more robust understanding of that customer and able to make direct contact with them through our digital marketing channels and our outreach with our field sales teams, as well as our Pro associates in the store.
So that the entire Pro ecosystem, with heavy emphasis on the digital capabilities, is coming together extremely nicely in driving that stickiness and share of wallet.

    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
 
Good morning, Brady.

    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
 
[Makes sense]. Thank you Anthony.

    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 told you -- I've mentioned, Jason, that we've got long-term deals with our contract -- with our channel partners.

    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'll take the first part of that question and let David talk about valuations. But I think M&A has historically been a priority here. I think we're very well informed about the platforms that are out there and larger platforms. We're not going to comment on any specific transaction, but I'll just say we're open to what makes sense for us. We do look at valuation and multiples, but we also look at the strategic part of that as well as synergies. So I think that we -- as we approach this year, we have an open mind for M&A, but we also have a disciplined approach to it and a framework that's going to keep us very disciplined. And I think that it looks from just the pipeline that there are opportunities not only for the tuck-ins, but perhaps going forward, some of the larger M&A that might come to market. Do you want to mention that M&A?

    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
 
300.

    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. That's essentially what I was going to say is, we have not factored in any impact, and so we are not expecting 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
 
Well, demand already is greater than supply, I mean, as we look out over the next 24 months. We ourselves have more requests coming in than we can handle. So we need to be more selective, more disciplined, more strategically oriented. But a lessor, having both wide-body and single-aisle capability with major airlines, is a huge competitive advantage. So I don't agree with Mr. Slattery on his comment that he wishes he never ordered any wide-bodies. That's just not -- it's an oversimplification, and it demonstrates a lack of understanding of the marketplace.

    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 Alex.

    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
 
You are. Yes, you're in the right ballpark. And really, that deceleration from the incremental margins we saw in the first half is really just the impact of the pickup in raw material escalation. We are getting it all in price.
But as you know, it will hurt margin percent, and then the incremental margin will be a little bit weaker as we navigate that in the back half.

    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, a lot of it's sitting in retail accounts, of course, with all the stimulus money that went out. So I expect consumers will start to spend money and that those dollars will come down. Our commercial borrowers aren't sitting on all that money. It's mostly out on the retail side.

    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
 
This is Shawn. So to take you back to the 2018 preferred plan, it did, as you noted, have the retirement of Michigan City by 2028 with the replacement solution at that time pointing toward renewables. And so then you step into the current time where we're at with the 2021 IRP, we're putting all those assumptions back in to reevaluate to ensure that, that continues to path or if there's any changes. And Joe highlighted some of those as you think about MISO's changes or resource adequacy requirements, how that factors in into the blend of components that produce a plan, an integrated resource plan with the reliability that's necessary as well as the affordability that's necessary, the compliance that's necessary and all the other factors that you would use to measure an entire fleet and entire portfolio. So the current plan is still that plan, which would be the retirement of Michigan City by 2028 with the replacement of renewables. And then the RFP process that we just stepped through helps to inform the actionable bids or technology and portfolio solutions that could come online to help support that build out. And as you know, we did an all source RFP, which allows other technology to come in and compete. And then we can evaluate all those different factors back within the context of the IRP itself and then the affordability as well as the reliability and compliance, etc.

    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
 
OK. 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
 
Sure. Terry, I can start out there, unless -- Peter, is that you back on? OK. Terry, I'll start out. So I think one big area of investment for us is in R&D.
And so we focus on some of the new product capabilities that we've talked about being early, things like our Olo Pay platform, that's an area of investment for the company as we go through beta and piloting with a handful of brands this year. And then other additional product capabilities like catering is something that we are excited about for future quarters and something that we're investing in to bring to life additional catering capabilities. Prepandemic, this is something that our customers were very excited about. And they remain very excited about it as they think about reopening.
This represented 8 to 10% of industry sales quarter to quarter. And so that's an area that we are interested in and developing capabilities in. We've also invested in our sales force on the emerging enterprise component of the market to sell more into those enterprises, as I define them that have five to 100 locations and represent the great enterprises of tomorrow. And we're excited about multiproduct adoption in that segment, and high utilization by consumers of those restaurants, leading to a greater ARPU opportunity for us in that segment.
And so we're investing behind 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
 
Yeah. It'll be acquisitions first. And then -- and obviously, if we could find a multiple asset small portfolio, that would be the ideal situation. But those are -- those are like chasing the unicorn these days in markets like Nashville.

    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 Wi-Fi is a growing market for -- both for us and overall, the world as well and much more used and adopted these last couple of years than four, five years ago when we bought RivieraWaves back in 2014, nobody was using IP for Wi-Fi, it was just merchant chips at that time, and the whole this has completely changed with dozens of deals that we have signed six-fold unit growth in 2020. And I would add that to give you a list and your first question, what are some of the exciting opportunities, Wi-Fi unit growth in 2021 for sure needs to climb significantly with many more products that are out there.

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