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
 
No. I think pretty much across all of the industrial markets that we serve, inventory levels are really lean. Part of that is the way people have been running. But I think it's much -- has much more to do with some of the supply chain issues that are out in the marketplace. That segment of the market, much more so than light vehicle or Refinish or Commercial Vehicle or Decorative Coatings, frankly, industrial is really the area where raw material shortages have really had the biggest impact. So I think a lot of the industrial customers are running in a pretty lean fashion just due to the availability of materials more than anything else. So, as those customers restock, there's more availability of raw materials. I think we could see somewhat of an inventory build there at some point during the year when supply normalizes.

    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. This is Kitamura. We have a massive size of trading assets and we have a huge number of clients. So at NHI management level, whether we have the names of individual customers and the positions are not limited to this client but we do not follow the details of individual clients' transactions but when the issue surfaced, of course, at Nomura Holdings level as the holding company, we have been involved in the decision making.
And the second question regarding Nomura Real Estate Holdings, so this is about listed shares. So, why have you decided on impairment? So that's your question. So, in January -- from the end of January through February, the Nomura Real Estate Holdings stock price was up but our consolidated book value of investment has been above the market price for protracted period of time. So that's the major reason for last year since the COVID 19 shock, this company's PBR has been build one time continuously. But the performance is good. So, our book value on our book has been on the rise, basically. So, compared with our book value on our balance sheet, this company's market value unfortunately has been at a lower level for a certain period of time that's why in March we had to book the impairment.

    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. So we do what we can internally, but we also recognize that we're a Title Insurance company. And so if we can partner instead of having to reinvent, we definitely look at that as well. It's really all about what is most efficient and cost effective for us. But we're fortunate to have a technology group that understands how to -- the best process to go through for 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
 
Well, as you know, Daniel, we've released and published our first ESG report last year. We currently have a large working group working on a life cycle analysis in a number of different areas, so that we can really level set where we are, which will allow us in our next ESG report, which will be published next October, to set our targets around particularly the E. The S and G, as you know, we've got measurable targets and have had really great results around those over the years. So, yeah, we'll be [Technical Issues] Kelley is heading up that program with a group of people from all around the company and we'll be ready in our next ESG report to set some targets that we feel comfortable around.

    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, David.

    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
 
You know, our utilization rates are still in the high 70's where we target about 85%. So, we have quite a bit of capacity to go before we have to start adding organic units. So, I think for the near term, I think, the percentages we've given you in the past, you know, that 10% to 12% of revenue for capex are going to be pretty consistent.

    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
 
All I can say is it was a very intensive process. I for myself, with the European team sitting here in Switzerland today, have been working on this until 3:30 in the morning, this morning. And I'm very happy that we got super, super strong support with our U.S. team, but still that was a night shift also in America.
So, it was a very intensive process. I don't want to give you details on how that was from a competitor side. But, we are very proud and very happy that we could secure this partnership and this long-term deal with the NBA, which was for us a key target for this year, and we achieved 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
 
Hey, Kristen. Good morning, and thank you for the question. I'll turn it over to Suyash to answer that 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
 
Well, thank you all for listening to our call today. Thank you for your interest in the Civeo stock. We hope you're all doing well and staying safe, and we look forward to speaking to you on the first-quarter earnings call. Take care.

    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. Thank you for taking my questions. So the first one is on the significant price spread between regions that exist today for pulp prices. I just wanted to see if you could comment on how you think that will evolve in the coming quarters. Europe, since I've been in the past months of relative pocket of strength from a demand perspective, do you think that could hold price in the bulk China for longer, where do you see this gap closing in the coming quarters and prices in Europe coming under pressure is more pulp volumes are reallocated from China to that region.
And then secondly on the supply additions in the market looking a little bit more longer-term, it seems that a lot of the incoming potential projects in China look like they will be integrated mills and the focus seems to be on lowering the dependency of imported pulp. I just wanted to see how you see this potentially changing the demand growth perspectives for pulp going forward if at all? 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
 
So, as a reminder, even though it was not really reflected in the Q4 gross margin, historically, the Systems business has the highest gross margin followed by foundry and logic then DRAM and Flash. And, of course, there is some overlap when we move from one market to another, it's not as we see in Systems is higher and everything, Flash is lower. So, as we grow the business when we presented the $850 million model, we talked about most of the growth coming from the foundry and logic. And so this will help achieving the 47% gross margin.
But together with operational excellence that we're working on, the ERP implementation project is one of them. The additional capacity will help, of course, but these are the main drivers.

    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, Richard.

    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
 
Expect nine to 12 months.

    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. Let me start and then I'll -- I'll start by just talking about supply chain resiliency, and then I'll let Sara talk more about the cost side. So recall, as we mentioned, most of our materials are metals. And so, we have great positions in terms of just how we procure our supply into these rolling price locks and so, we feel good about our access there. I would say, we have looked at our supply chains and even in fourth quarter in some areas, looked to ensure that we had the right positioning of components so that we -- as we expected this year and as we saw the sequential improvements, that we would be in a good position to be able to respond. So whether that was on just inventory in part on the supply side, or even our own capacity? Just think we've addressed a lot of capacity requirements in our factories. So I think for us at this point, we see minimal disruptions really and we've -- our supply chain has been robust all of 2020. And so, we're very actively working to ensure that we're in a good position with our own in supply and also working that through with the distribution channel.
So, I think, at this point, we think we've got the supply chain managed fairly well. And again, we'll see how demand goes over the year, but we're going to keep having scenarios to be able to respond to that.
So, I'll let Sara then talk about the cost side.

    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. I feel really good about the Diamondback activity levels, particularly in the fourth quarter. We're announced, I think eights well in Spanish Trail and two wells in the Delaware that have a high mineral interest. So I feel really good about that plan. Non-op, while still a little murky outside of the next couple of quarters, we are seeing the rig count rise and we're seeing from a net well perspective in the forward outlook, the non-op peaks -- pick up steam here.
So I think we'll continue to guide conservatively, particularly on the non-op side. I think, this is our sixth consecutive quarter of being over 1% over the midpoint of our guidance on the oil front. And that's just due to non-op conservatism and being fair on the assumptions that go into the Diamondback plan.

    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. It's on track. We said our run rate by the end of '23, Steve, that's -- I'll stand by 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
 
Yeah. I'll maybe talk first and then pass it over to Dan for some of the particular timing. We do not think that these changes, the small change in top line or rebalancing in our projection for 2021, we do not think that that changes the fact that we're still in a giant industry, that we are still, long term, going to be national and that we still see a massive opportunity to build market share via our differentiated products. So I do not think that this changes, whatsoever, the long-term nature or value of the business.
And so Dan, you could talk a little bit about maybe some of those nearer-term metrics and what we think -- how our -- as our strategy evolves, how some of those things might change.

    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. Both of those companies, both of those joint ventures do import some of their steel and there's really two reasons. One is price arbitrage but the other is having secondary and tertiary sources, especially when you get into the really light gauge steel here in the US. There just isn't a large supply of it. And so from a strategic standpoint, it makes sense to have some alternative sources. But with some of the tariffs and other things, the percentage of imported steel has declined but both of them still buy in those markets.

    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, I just mentioned possible further portfolio optimization. It could come from product lines and other moves. So really, there are no decisions that have been made there, just noting that it's possible in the future that some of that continues.

    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. This is Andy, again, on a couple of fronts. As it relates to materials, materials were fairly stable during the course of 2020. In fact, we gave price decreases during the year in 2020. And so as we're looking at kind of demand right now, we would tell you that materials are -- we're seeing some potential price increases coming, but we're going to certainly work with our customers to mitigate those as much as possible in balancing in partnership with them.
And so materials are probably -- we're expecting to go up a little bit as we move through at least the first half of the year at this point in time. Labor in the back quarter -- the back two quarters of 2020, was definitely a headwind. That -- we believe that labor cost us probably 40 bps on the gross margin side in Q4.
But we see that abating as we move through Q1 and Q2 as we get our arms around our automation initiatives. And so I think as we look at kind of overall for 2021, with our model and the expectations that we see today or the estimates based on our industry knowledge, our market estimates, we think that, yes, the 30 to 50 is a floor. We think we should be at 50 bps or more on operating income for 2021.

    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...

    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 if we were planning to be virtual, switching to live takes a long time because you have to reserve venues, you have to sell exhibitors, things like that. It's easier to go the other way around, I mean, planned for live and go virtual because you have all the pieces in place already. And so typically, like we did as you know this year, we planned to go live for some of our conferences and then concluded it was not either allowed or was not safe to do so until we didn't. But it's easier to make it that way once you have an in-person conference plan to go virtual, because you don't have to worry about the venue and things like that. If you haven't reserved those venues, trying to get them at the right time and then, etc., is pretty tough to do.

    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 the impact that we had last year, for example, in the lockdown was in the large enterprise analytics deals that require a fairly large coordination in the client organization between the C level and the mid-levels and the more junior levels. So a lot of that dried up for us. It's gradually returning, but it's not at the level that we have seen it in the past.
So that will be a benefit as people come back to the office. Overall, in general, we have done exceptionally well in a virtual world. In general, our clients are being very receptive. Except for the large enterprise deals, and the implementation of those deals, by the way, the implementation fees, which we normally recognize when we're putting all of that.
Once the sale is done, when we put all of that to work, that has slowed down significantly. So the two areas that just to summarize that we were hurt were the large sales in enterprise analytics and the implementation, and therefore, the recognition of those fees. But in general, after that, we've been very effective at communicating with clients, relating to clients, and internally, the productivity levels of our people working virtually has gone through the roof. It's been quite a great experience in the context of a horrible pandemic with a lot of loss of lives and disruption in people's lives and employment.

    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, Michael. Happy to. Yeah. Look, I think as you recall, one of the reasons we modified the study, it's just important to go back to the early part of the year when we modified this trial, we expanded the sample size, and we changed the endpoint.
And I think the main purpose behind modifying the sample size was to make sure that we could hit OS with the assumptions that we had in the trial. So I think if we hit PFS, we feel reasonably confident with all the caveats that you said, right, around crossover and things like that that are more difficult to control, that we should be able to hit OS. So I think that's important. And I think that really gets to the other underlying issue around this delay, right, as we move from investigator to central overreads of the progression events.
Those are the things that sort of have led to the slight delay here that we're talking about. But I think that all means we'll have a stronger outcome when the data are available.

    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. Thanks for taking my questions. So as you're in your second hundred years have you given some thought to the so-called end of the Ice Age and the transformation of the industry to electric vehicles? And how are you, you might see this new role?

    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 it's an open-label study. The safety run-in data was presented at ESMO, Peter. And it really was encouraging because you saw that we didn't reach median PFS even after 21 months of follow-up and combined with enza. And so, we will provide more updated data for safety run-in next year. But the other thing that we'll be looking at is the randomized portion of the study. We are actively enrolling and nearly half complete in that study. It's an open-label study. So we plan to present interim data next year, and we'll provide more guidance as the study enrolls as to when we will be able to do that.

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