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
 
It's different, the two different properties, so Henderson Park wildly outperformed our October expectations, the leisure was better, the rate was $100 higher than our underwriting for October and that's making the difference. I mean, my only regret is I wish that hotel is bigger, but it's been a home run for us so far, may have been a 8 [Phonetic] kind of cap rate for a super high-quality resort.
New Orleans was different, obviously, there was a hurricane with Hurricane Ida that blew through there. We were fortunate that we were the one first hotels to get power back and our team, I think, they did just exceptional job of securing the first responders and kind of sucking up that business. And then as we kind of move through the year, that's obviously gone now but the experiential aspects and it's still challenging that market but it's kind of tracking as we expected. So I think we got a little bump from the first responders and they were kind of tracking in Q4 versus our underwriting expectations.

    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, generally speaking, we don't talk specifically about discussions that we're having with any individual shareholder. I think the letter sort of speaks for itself. There were some matters that were brought up to us from a shareholder where we felt like it was important to the other shareholders of the company that we make them aware of those matters and be able to find out what they were thinking. And that was fruitful.
And candidly, the opportunity to communicate with shareholders in letter form was a wonderful opportunity for us to tell a great story around the company and highlight the benefits of executing this transformation out of office and into industrial, how much value that's unlocked and the great prospects that we have in the business. So from a corporate communication standpoint, we viewed that as a gift, and I think we took full advantage.
So to be clear, I think we've unlocked a lot of shareholder value. We're creating a lot of shareholder value at the moment, and we have very good prospects, going forward, to create shareholder value. We're well aware that there are many different paths to doing that, and we're open-minded about all of them.

    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 with the -- just to say on this, we would like to use the balance of it but we just don't have any definitive plans. And as -- in the quarter, we just didn't have, you know, open windows for us that we thought were -- made sense at the time.

    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, Don. Yes, I do think that as we look forward, that should be able to give us a 10% or better operating income margin. I would say that you have to always recall that we have a large cost reimbursement style contract in that 1-800-Medicare contract that carries a lower margin. But yes, we should have higher margins from both Attain and VES, and some of our legacy work has also been somewhat tamped down by the pandemic and that should come back. So we should have 10% plus operating income margins in U.S. Federal in fiscal year 2022.

    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, Nigel.

    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 no more than normal. It has been a competitive market and it's been competitive because of workers' comp. And Anthony mentioned in his prepared remarks that we've been able to hold our renewals relatively flat. So our markup is relatively flat for 2021 versus 2020. So, we like to think that the product that we bring to market is worth the price that the clients are paying and because we're able to hold the pricing pretty consistent. And then our run-off is the best we've seen. So it's, I would say, all signs pointed in the right direction.

    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, yes and yes. I mean everything that you are hearing, we are experiencing in some type of inconsistent way, right. So we would say that even though we have had availability of most of the supply we need, it's very inconsistent in its predictability of when and how it's coming, which is forced tremendous agility in our factories to rearrange in a lean way where we put the labor efforts. And sometimes we are producing 75% of the product and then coming back and fishing 25% later, to give you an example. That's why we are very complementary of you teams, as Bob said, because it's required all kinds of different skills to be able to move forward. Main challenges to us are chips, would be drives, would be motors, those would be the areas that are in high demand for the products that we serve.

    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 -- Brian, I think it is going to be mix dependent. And yeah, I think it will continue to introduce variability into that gross margin as we look at projections. So depending on growth rates and things like that will impact those percentages. I think, what I would say overall is we would anticipate gross margins to be relatively stable through the remainder of the year as we worked to mitigate some of the labor and inflationary costs that we're incurring in our internal businesses and then there will be some headwinds from the strong growth that we're seeing in the Hubs business.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
So Robbie, I'll take that one. Thanks for the question. So as we said, the situation is very slow. We are actually continuing to see the underlying demand to be strong and healthy. We are going to be monitoring things very closely and then decide accordingly in terms of, we're not stopping advertising. We're going to continue to nurture that growth that we're seeing, but we're very cautious about managing the supply on a week by week basis in all honesty, and then we'll make those decisions accordingly.

    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, good morning, guys and thanks for taking the question. I guess as we think about the $1.25 headwind for calendar '21, are you able to give us an order of magnitude on what is the -- what is the, like the gross impact of a COVID headwind versus the gross impact of the expectation for reduced medical claims and reduced medical costs, that would be helpful. 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
 
Thank you. So just to wrap up, I'd like to highlight a few key points from today's discussion. First, I'm very proud of the way in which our colleagues supported the needs of our stakeholders throughout this pandemic, while also ensuring that we delivered on our shareholder commitments. We delivered solid 2020 financial results, including revenue and EPS growth and outstanding free cash flow. And our strong 2020 performance and the strength of our businesses give us confidence that we will achieve continued attractive growth in 2021 and beyond driven by a significant increases in revenue, ongoing profit growth, and very attractive cash flow performance.
We thank you for joining our call today, and we look forward to going into more depth with you around our growth plans at our Investor Day, which is slated for March 8th. Have a good day.

    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. Yes Yes, core loads. Yes, I think 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. I think this is an example of really customer demand and responding to the customer needs. I think what we've tried to make clear over the last couple of years is that we're trying to make it increasingly easier to adopt and use MongoDB, and we've tried to strip away some of the incentives that our sales folks have for people to do things unnaturally, so it's much more customer-centric. And this is really a result of them looking at their own demand profiles internally, aggregating demand and thinking and being confident that they will be able to sort of expand more and therefore, looking for sort of best possible commercial terms and sort of coming to us and saying, hey, we'd like to commit to even more based on what we see internally.

    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. Thanks for that question, Larry. So just in terms of what we saw in Q3 and what we're moving forward to in Q4. In Q3, we saw coming out of Q2, really strong sort of sales momentum building through the quarter and is built through into July.
And so we saw strength in July across the board, across all our geographies. And then as the COVID delta variant really began to impact the U.S., we saw -- we started to see deceleration in specific regions of the U.S. that were impacted by COVID. So our Q3, our strength in Q3 really comes from strength in July across the board, across all geographies and then continued strength and momentum in the regions, both within the U.S.
and outside the U.S. that were not as impacted by COVID through the remainder of the quarter. So as we look to Q4, really kind of that the dynamics that are at play here are really kind of the recovery in those regions that were impacted by the delta variant. And what we're seeing is that, that recovery, while we've clearly bottomed, and we seem to have bottomed in kind of late September, early October.
We expect that recovery to be gradual. And so given the strength of what we saw in the early part of Q2 and July and the increased impact of the delta variant that we hadn't fully factored into our guidance when we provided it last quarter, that's what leads us to determine that will be likely falling at or near the low end of our guidance for the year, and that applies to Q4.

    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
 
Sure. So I think it's a very diversified shareholder base. It's 4,000-plus individuals and hundreds of hundreds of wealth managers. We have worked very hard to stay in close contact with them over the period as we do with our new institutional shareholders.
We had a specific meeting run through January to talk about all the progress we made. I think the general feedback plus, people are feeling positive and appreciated that we were, I guess, doing for the headline last night of executing our business plan and seeing the progression in what we are doing. So not specific thoughts around any changes in the shareholder base. The entire group is very important to us, and we want to provide them as much clarity on the future business as we can and expect them to be long-term holders.
I don't know, Ryan, is there anything else you want to put in there because you're part of that with me as well?

    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
 
Well, Neil, it has to be all three of those. But I think it starts with some clarity around what is the trajectory over time that's sustainable as opposed to all of the ups and downs that we seem to have had sort of intra-period gyrations. And I think what's shaping up today, as I described it, is a more sort of predictable, sustainable trajectory. And that's what we see out over the next couple of years and really beyond that just because I think we've been through a lot of the overcapitalization.
There's been underinvestment for a long enough period of time, particularly in the resource that as demand recovers, which it will recover, I think there's a solid opportunity set for our services. Now within that, obviously, I have a view and believe firmly that our competitive positioning is different also. And because of that, Halliburton is in -- has tools, whether it's our value proposition, our technology or sort of our portfolio and how it's placed to maximize value in North America, which we've always been clear on. We want to maximize value in North America and grow profitably internationally.
And I think both those macros are set up perfectly for doing that. And so as a generalist, there's some clarity around where we're going. We've got a track record of where we've been, where we're going. And I think that sets up well for a generalist investor.

    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, well, I was going to say that we think the headwind is, on a year-over-year basis, is near the bottom both regionally and by end market, especially as we start to lap the COVID-19 effects. And then you do see, for example, as I mentioned, the sequential growth in Aero and energy indicating they're coming off the bottom. So I think going forward, it will be less and less of a conversation, if you will.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. So I talked about net new ACV accelerating in 2021 versus 2020, and we have definitely seen that happening across the board. And with our strong beat in Q2 and our raise in the back half, the acceleration that we're seeing is actually greater than initially anticipated.

    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
 
Great, Good morning. Thanks for taking my question. Maybe one or two, Dr. Paul, on my side. Just firstly, on the -- you called out that the metal price impacted some of the -- of your costs, which fed into the gross margin. What is your ability to pass through greater price increases that you're seeing from your metal suppliers? Give it just -- it sounds like you have been increasing prices, but maybe it's just a timing thing that you're still seeing that as a headwind and is that going to turn as you go through Q4? That's my first question. And then maybe more longer-term, a question on the 12-inch fab in Germany. How should we -- can you help us understand the kind of the big -- the big picture level, what is the overall capex required for that? What is the annual revenue capacity that could, that manufacturing end could generate and then fully loaded. Just kind of with an eye on the return on invested capital of that side and how you think about 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
 
We have shown that in many studies. And all the PK data came from Covance, right. We use Covance has our central lab.

    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, it will depend really on loan growth and deposit -- both deposit costs are going to come down. That's going to happen. Loan growth is going to happen, but what it really depends on is, we figure we could put $1 billion to $1.5 billion with the work in the investment portfolio. So, we're going to lag that in though because rates seem like they're going up. And, why I put it all on now and hedge our bet a little. I mean, I think they will go up before they go down.
So, I think you got to deal with those numbers we gave you. It might be a little bit more staccato than you'd like, but we'll take advantage of what the market gives us and I think that next quarter, you should start seeing some benefit of it. The payout where LIBOR goes and we think we'll be in pretty good shape. But I can't give you more than that just because I give you all the tools, the levers we're pulling. Just a timing issue. And we gave you the ranges of where it's going to come, but I don't want to be totally specifically because it's all a function of where market rates are, where we think they're going and we don't want to lock in this margin, but we we do want to leave room for expansion, so like today, I think, we put about $600 million to work and that's a fair number in the first quarter and it will go to work in the first quarter of the $0.5 billion we think we have to play within the investment portfolio, and we'll see where it goes from there. Dave, you got any other comment 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
 
Well, there's a lot of false start, and Mary Anne, there's a lot to unpack in that question because there are many differences here. So, with regards to carbon taxes that we may incur, those are pass-through. With regards to opportunities for us, obviously, with regards to, for instance, the biogas and renewable fuel side, there are opportunities. I mean, we're looking right now at building our second large gas plant in Canada. I would hope within -- we've worked on that for many years. I would hope within two to three years that's easily online. And you'll see the economic benefit of that flowing through the P&Ls. But -- so there's a lot of different things that we're doing, both in the tax that's being imposed upon us, that's being passed through. Obviously, the investment opportunities that we laid out are part of our ESG and $500 million commitment over the span of those targets.

    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
 
One of the things that we've talked about in terms of the customer count is that we're not focusing so much on the number. We're focusing on the type of customers that we can acquire. A couple of years ago, we started focusing more on the larger type customers, and it's much more of the quality of the customers that we can -- we can bring in and that really helps us in getting customer -- increase the customer lifetime value. So we think that that metric is less -- the number is less important for investors and we're focused on increasing the customer lifetime value by getting in the right number, the right size.

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