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
 
Well, we have many years of data to suggest that both enrollment rates -- new student enrollment rates, as well as academic achievement rates are substantially higher in areas where we have campuses versus areas that we don't. And we have some early and preliminary data on the campuses that we've reopened after more than a year of being shut down as a result of COVID, and it does suggest that they are performing better than the campuses that remain closed.
So as I said, we've already reopened 30 and we have plans to open the remaining 35 for a total of 65 no later than October 1. And we expect that that will improve the performance both on our new enrollment as well as retention and academic achievement.

    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
 
No problem. 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
 
Well, yes.

    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. Thanks, Mike. Brad, we're ready for the next 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
 
Yes, we can. Joanne. Thanks for joining us.

    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
 
Michael, so within the gross margin, we did -- I mean, we actually did see an improvement in our total payroll in answer to that. So overall, you've got to remember that technicians are directly tied with the work that they're producing. So their wages are tied to -- at the -- when they go through and complete their jobs, if you recall on that front. As far as the fleet cost, the fleet cost, yes, as you know, we did have an increase in that, and that was improved predominantly within the fuel.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
That's fair. And typically, larger customers, less expensive disclosures and businesses that we already have complete infrastructure in, right? Easier to grow revenue.

    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, the -- our tenement at Tucano is big, it's 90 kilometers by 30 kilometers. So it's a massive, massive area. To the south of us, we do have an iron ore mine that's getting looking at being reactivated. So the old iron ore mine look might come on to production again in a few years.
But I think our attention right now is to drill the Greenstone anomalies that we have in the region. So we've identified three or four very high prospective targets. We've done over 500 kilometer of soil sampling, we've identified Mutum as the highest priority project, and we're drilling that as we speak. And we have two others, to the north of the mine, they're all within trucking distance of the mill.
So the thinking is that, this district does have additional potential, and we do need to get into the region. The underground course is also a high priority. So underground, we do have -- we've got the identified underground at Urucum North, and we're pushing hard on that one. But again, this is a banded iron formation vertical and the underground opportunities below all of our pits, so we've got to examine those 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
 
Sure. The bill is moving and we are encouraged by what we're seeing. I think you know that it passed the House. We've seen support from Senate leadership, the energy legislation remains a priority, and the governor has been clear for some time about his strong commitment to carbon reduction and to renewable investment in the state. So we're encouraged that the legislative branch, executive branch and all of the broad stakeholders involved in this process will find common ground. And that has been the long history in North Carolina, bringing diverse parties together in advancing energy policy.

    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, we didn't hold back much. We have a 5% growth in expenses, which somewhat painful in my view, but then we need to spend what we need to spend. That is investing into the system, continue to improve our product capability, and most importantly, pay our people and recruiting both new talents and then promoting talents within. And those are the things that we've been doing year in and year out and we'll continue to do in 2022. Frankly, if you recall, we used to have maybe 2% to 3% type of year-to-year expenses increase, and then we ratchet up to 5% and then -- and the guidance. And so those are kind of things that we -- because of in anticipation of inflation out there that we would need to spend more as appropriate. And then also it depends on how the economy goes and then the business go. And then we will continue to spend prudently, if we continue to grow even stronger, that require more manpower, we're not going to shy away from increasing the expenses to support the business because the revenue will always take care of ourselves.
So I always looked at it is that I wouldn't be too focused on the expense can only go up by certain percentage, because we'll spend prudently and wisely. And whatever we spend is going to add into more profit, more revenues and more profitability and then allow us to have more sustainable growth. And that pretty much is the philosophy at East West Bank.

    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. We will still have engineered materials, which will be GGB primarily. Yes.

    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
 
I don't know that you get to point to any one issue, it's all a challenge in the execution of the business and that -- but that's what we do. That's what our job is, is to get out there every day, identifying sites that are going to make great neighborhoods, work with local municipalities and land sellers, third-party developers to get the entitlements in place. Generally, anecdotally, it's usually takes longer than it used to, and people in some markets will complain, then you'll share a story about a market, well, maybe one with coastal markets and how many years it takes to get do something and then like wow, this is pretty good here.
And then in terms of production capability, we have focused on expanding our production capability through a sustained disciplined starts program that lets us share that information with our subcontractor partners, that they're able to be planful in their business and allocate the resources to it. They really appreciate working with us and that it's -- they can be -- they know what's coming at them and what the expectations are. And so simplifying our product, simplifying our starts processes has been a big win for us in grabbing more production capacity in the markets and then hanging onto it, by keeping the lots coming, so we can keep starting the houses.

    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, David. This is Joe. So we actually have seen pre-need actually strengthen. We are expecting with the programs we have in place to pre-need kind of to stay at the sustained level.
I mean, obviously, our comps in March and April were pretty easy because that's when we got hit with COVID and everything kind of shut down over those periods. That said, like our March and this first quarter was actually up like 80% over March of 2019. So we feel we've really structurally changed kind of the dynamics in pre-need. Our marketing is really working well, and our sales culture is responding.
And we think that's consistent. What we're expecting is to see a moderation in the at-need levels. They're still running pretty high. They stayed sort of high through the first quarter and into April.
We're expecting those by the second half of the year as vaccines become more and more prevalent. We expect our at-need business will moderate somewhat. But we expect the pre-need business to continue to be strong.

    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 got it.

    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. No, I would pay attention more to the dollars versus the spread. But we do expect our total dollars of about $4 million or so of signed not commenced to remain pretty consistent over the next several quarters. As we kind of noted in our prepared remarks, we do expect that $4 million to come online over the next 15 months or so. We'll have about $1 million come online the first quarter -- the fourth quarter of this year, another $1 million in the first and second quarter of next year and then the remaining $800,000 by the end of next year, which is tied to our grocery deal that we did at one of our Michigan assets up in Oakland County, Michigan. As it relates to the small shop space, yes, we continue to see good traction there.
As we head into the end of the year, we do expect occupancy to be up sequentially in the fourth quarter for small shop. And you may have some seasonal fallout in the first quarter of next year, but we expect that to continue to rise over the long term as we march back toward 90%. Because pre COVID, Haendel, we were about 88% leased or so on that space. And we have a much more better portfolio today, given all the acquisitions that we've done over the summer. So I fully expect that number to get back up over time above 90%.

    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. So sequentially, for Mission Critical, no impact from investments and savings on a net basis, it will be flat sequentially. And then on the freight side, sequentially, not really seeing any headwinds. Freight is a bit more of a story for us on a year-over-year basis.
And that really has more to do with lower freight rates that we saw in the second half of '20 last year due to how we were shipping the PPE out to our customers where the customers were taking possession of that product. So we are seeing a bit of freight inflation creep in. Sequentially, it's not an impact. It's maybe a million to 2 million on a year-over-year basis in the fourth quarter, but we feel like freight is relatively well-controlled given what's happening in the macro environment.
We do a lot of small parcel shipment, and that is -- the sort of terms of how we pay for that are pretty well bound by our contract. Expect to see a little bit more pressure coming in from our LTL shipments next year. But I think given what could be happening with freight from what we know of the macro environment, we're in a pretty good position.

    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
 
Blaine, this is Tom. It's a good observation. What is driving that over the last four quarters and particularly in the second quarter is higher levels of new leasing. So new leasing in Q2 versus Q1 increased 40% sequentially. And new leases generally come with slightly higher concessions, slightly higher turnover costs as a result, but the key is, we're looking at long-term economics.
So yeah, there is a little bit of short-term pain with that, but we're getting in what we believe to be a better cash flow and higher rents. So I think that's the key. We're looking at the long-term economics here and we're building that. I do think -- and clearly, over the last four quarters, we've seen much higher levels of new leasing than in the past. I think that's going to moderate a bit going forward. But we're looking at the long-term end game here. And it's clearly the right economic decision to make.

    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 Jackie, not going to give you the playbook.

    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. I think -- again, I think first half is definitely the strongest for us, just like it is for the rest of the industry. But it's mostly because of Q4. So if you look at our last year, we pretty much have flat revenues all the way through, so Q2, Q3 and Q4.
So we kind of expect to be selling at capacity the whole 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
 
So I think analytically, I'll give you the keys to the analytical equation here. 70% capacity increase, cost us about $200 million. We're seeing about $400 million over a five-year timeframe. I think the only difference there is that we need to build out the infrastructure at that plants. There will be a lot of utility. There'll be a lot of paving. There'll be a lot of dirt moving that we didn't have to do for that existing capacity along the way.

    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. I'll touch on that and see if I can cover that question, Leo, and then if we need to follow-up, we can. But obviously, the winter storm certainly impacted production. We did expect Q1 to be down to Q4. That's how we modeled it based on the timing of our rig activity. As we mentioned, we started a second rig up in December of last year, but it takes time to drill a pad and get those wells brought online. So fully expected decrease in production Q-over-Q related to just timing of additional activity. And then on top of that, we had winter storm Uri, which, as Matt outlined, we did a great job of minimizing that downtime, but a portion of that lower production was due to that. If you think about how much we were down Q-over-Q, about half of that or so was due to the winter storm and the other half was just normal decline based on our activity levels.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. No. So there is an impact. And we're shipping from Germany to the U.S., so we're subject to tariffs even though we are not dumping, but that's the law. But those volumes and this capacity was very much needed in Europe. So we're able to redeploy the capacity in Europe. And conversely, those antidumping duties were really targeted against some actors that were dumping, and this has created a more level playing field. So our operations in the U.S., especially out of Ravenswood, have benefited from it because we are now competing against people that play by the same rules. And you see some of that in our TID performance with higher pricing and higher volumes. So antidumping duties are a good thing for Constellium because they level the playing field, they are selected, targeted, and they tend to benefit those that play by the rules in the continent where they operate. And that's us.

    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
 
Jeff, this one is all yours, buddy.

    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
 
Hey, Bryan, it's Cameron, if you don't mind I'll jump in on that. I think most of it obviously shows up, not surprisingly in the Merchant business. I think we thought in a few places, first a little bit in the US, I think we saw very good trends in the US, notwithstanding COVID, but we certainly did see in certain verticals, some impacted from the Delta variant in the third quarter. I would say, more specifically, we saw it in Europe and Asia-Pacific and probably more predominantly in Asia-Pacific, markets like the UK, obviously we're struggling with the Delta variant, they've now started to kind of come back a little bit more in Asia-Pacific, Australia had a number of shutdowns during the quarter that we had to grapple with from a financial standpoint and from a revenue standpoint.
But I would say overall most of that was absorbed in the third quarter, and as we've gone through October, we're seeing October trends slightly better than what we saw in the third quarter and even coming out of September, which was a better month than we saw in August. So the trend continue to look favorable, October being slightly better than what we saw in the third quarter and I think much of the delta impact is really behind us and largely isolated to the third quarter.

    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
 
Sure, Todd. Yeah, that's a fair characterization. When you -- when I said that the headwinds would be similar that the $800 million. Look, the pandemic and many other factors impacting our market, including the supply chain disruptions. I think you have to kind of take pause in terms of assuming typical seasonality across the board. Yes, there is a -- there is a degree of that that you will see, but I would say you can't -- you can't just rely upon that because the dynamics are much more fluid than they were and that's why we're trying to outline that as best we can, but we are -- we're navigating those that -- those changes along the way that we're very confident in what we -- what we shared with you.

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