michelcarroll/llama2-earnings-stock-prediction-fine-tune huggingface dataset:
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. So I'm looking through a video link in my lawyer. It is a good question. The answer is yes.
We had an opportunity to leave the relationship, I don't know, probably about three weeks ago. We moved -- over the last, call it, 18 months, every single board meeting had a segment on, as we led up to that decision, what we're going to do. And with very sort of eyes wide open visibility at the board level on that decision or at least the recommendation that the management made, which was to let that option expire, the -- I'm not going to say that anybody is perfect in this. I can tell you one thing.
We independently believe in the safety of the product. And that's because we've done our own work to look at that. I have a next EPA administrator on our board who has also had an oversized voice as we've made decisions. So we're very comfortable with the safety of the product.
I'm generally supportive of Bayer's work to put this behind them. And I think they've made a lot of progress on that. We look at the contribution that Roundup makes to our business versus the value of the option that we had, and we just believe that we were comfortable continuing. And the business continues to perform well not only last year but has continued to perform through the first quarter well.
So the answer is yes, we did have an option. It was not that attractive to us, and we elected to continue. So Ivan, anything you would add to 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
 
Yes. Thank you, Guilherme. I would say that the -- first of all, we're not issuing a full year guidance. So I'll cover this more anything what we have in the shorter term. In the shorter term, we're seeing still significant drops in our yields throughout the network and over the 20% range on a year-over-year basis, and that's something that we're seeing, at least, in the short term.
And I think that the important component of that is that there's still a lot of variability into the rest of the year, so it's too early to determine where that's going to end up in the remainder of the year. And it's, I would say, now I don't see any particular region being different or acting in a particular way. I think they're all in the same range. And that's in terms of yields. And in terms of the Boeing agreement, it is a confidential agreement, so I would leave it there.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, Betsy, I'll let Brian chime in here, but what we're seeing is really attributed to the higher payment rate just because consumers' balance sheets are stronger than they've ever been. And I think that is the primary driver. I don't think this is competitive in -- competitive pressure in anyway.
But I'll let Brian add some color to that.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah. The one thing that we have seen over time with Gold Fields is that the focus on the portfolio, so not having portfolio all over the world in quality jurisdictions and quality assets and we have reduced the all-in costs of this Company over $200, $300 per ounce over the last number of years. So that focus has meant that the value of Gold Fields has increased over time. And we don't want to go mess that up by buying -- by just chasing volume. So we do have criteria. I mean, generally, we would like to find assets with a 10-year life. But when we bought the Australian assets, they didn't have 10 years life, and we have now mined for more than 20 years on those assets, and still have the same life as we had when we started it. So we'd be very careful about just on the face of it, chasing those like a 10-year life. There may be assets that might have less, but we believe that we can create longer life assets out of them. But they've got to be -- have the potential of improving the cost position of the Company, and they've got to have an ability to not just create more production now, but a greater problem with the diminishing tail in a number of years from now. So we want to be careful that we are looking after the long-term portfolio of Gold Fields. So, yeah, we want to chase -- everybody wants the lowest cost assets, they want to pay very little for them, and they must be in the best place. You don't get all of those in any assets without overpaying for 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
 
I think that medical inflation is a challenging area. I think that there is maybe a -- perhaps among some of false sense of comfort. I think one of the things that happened during COVID is that people in general, whether it'd be related to comp or other health needs, people were reluctant to go into health related or medical related venues. And as a result of that, people were not getting the care. I think it is certainly possible you are going to see an uptick.
So if you forget about the insurance industry for a moment and you look at the parts of the healthcare industry, for example, the hospital industry, you will see that there are a huge surge in patients, in hospitals and they are coming in, in worse condition than they were pre-COVID. And a lot of that is not COVID-related directly per se. It's because people were not getting care or they were postponing the care and they are sicker. So I would suggest to you whether it's comp or healthcare in general, you saw -- I think there is medical inflation. I think pharma prices continue to climb. I think cost in general continue to climb, but you need to separate out actually the cost of care versus the volume.

    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
 
Thanks Arsen, and I hope you're well versed in one more on the the tissue production cut into queue. Have you mentioned that you think there's over a month, months worth of inventory? Are you anticipating that the downtime you'll take the sufficient to fully clear that overhang by the end of the second quarter? Or is that still not clear to 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
 
Sorry, first of all, let me clarify the number. Last quarter, we talked about cumulatively 300,000. This time, we talked about cumulatively 450,000, I told you that we shipped 150,000 as of today. So this is really -- so we are not saying we shipped 450,000 this quarter.
We talked about 450,000 cumulatively. So that's just a clarification. In terms of the revenue, I would say that, first of all, the ASP is higher because a lot of this is auto-grade chip, and also the ADAS and ADAS ASP definitely is much higher than the recorders. And OEM, even OEM recorders' ASP is higher than the aftermarket.
So I think, overall, that the ASP on automotive is pretty healthy for us. And moving forward, we continue to see the same trend. But I think this is just showing the beginning of a CV ramp-up. We talked about our CV revenue wave, which is wave 3, will materialize in 2023.
But we just had to give you indication that we start seeing this wave moving forward, and we're going to continue to update you about how fast we can ramp up this revenue.

    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, Greg.

    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, you're right. It's more in the first half and it's lesser contribution in the second half because of the -- not so much the inflation but the investments...

    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
 
I don't think it's distinguished that concern. But I think that we're going to come at this in a very targeted way and make sure that we are in locations and markets that will be able to absorb any new supply, and that you're well-located and appropriately managed. So it doesn't eliminate the concern, but we expect that we'll be doing it in a way that we take all of that into consideration.

    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'd just like to say thank you all for your questions and for joining our call. Have a great day.

    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, guys. Thanks so much for taking my question and congrats on the stellar quarter. Just three from me. Number one, does Halo has any plans to develop a subcutaneous Alzheimer's therapy formulation and if so, could this be one of the new assets to enter the clinic this year? And I have two follow-ups.

    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. We -- I think one of the things we recognized, Eric, early on and Bryon commented on it, we saw the slowdown in sanitizer, which was kind of leading the charge in Q2 and Q3. And really bolstered the results. And immediately, we shifted our focus to doubling down on getting the certifications working with customers like Procter & Gamble to intensify our efforts around gaining certifications that would give us a leg up in terms of quality and the ability to penetrate new markets.
And so that is where our focus is. You are absolutely right. We had 110 million gallons going into the contract period. The GNS system came on at the end of the year.
And so we have that available to us or another 70 million gallons that we will work diligently to place during the course of the year. And definitely, if you think about 2022 and 2023, all those gallons will definitely be in the contract cycle and we need to be -- we will be positioned to place those gallons going forward in future years. This year will be a big effort using our certifications and customer relations to be able to see what the proper direction is, but also to place some of those gallons during the course of 2021 at higher values.

    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. Great question, Patrick. It is -- most clients closed their budgets in December and they're trying to -- so if you look at a lot of companies, it would be -- they would have their big sales sort of at the end of the calendar year. So this, I do think is driven more by our fiscal year. It's not driven because we cut a lot of deals at the very end. It just is -- we have very good relationships with clients. And so many of these things are sort of already decided, but then they get caught in the contracting and there's a big pipeline of things. And because of the relationship we have with our clients, they know it's coming up and they tend to sort of bump us up to the top of the heap and create this big backlog in Q4. So we are trying to get it a little more like we'd -- we'd like to have two big bumps, one in December, one in June, but we'll keep working 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
 
Yeah, so let me clarify. The 150 basis points is the rollover impact of acquisitions that closed during 2020. That includes acquisitions that closed in February of 2020. And that's nothing to do with Santek. Santek did not close by December 31, it is not in that 150 basis points. Based on the timing of when it closed in 2020, you get a rollover benefit, just because you didn't report a full year in 2020, that's the 150 basis points. If you were to just annualize the revenue of what we acquired in 2020, it's over $200 million.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes, great question. So I will start off and I'll let Steve jump in. So we have always said that as we think about the portfolio, we want to make sure that we are focused on those areas where we can really drive momentum across the entire portfolio. Obviously when we signed the transaction to acquire Walden University, we really had shifted the center of gravity of the organization to Medical and Healthcare, that certainly doesn't mean that we believe the financial services, don't have a mission always said right, that we are helping people remain relevant in their current roles and have a career journey and not just a job and we do that on both side. But in terms of timing, this is a time where these businesses are on a great growth trajectory, where a lot of the investments that we've made and talked about with you all quarter-over-quarter in and quarter out, have -- are starting to really come to fruition here whether it's marketing, technology, etc. And we also have the right leadership and teams in those organizations now, which as you all know, we went through those transitions over the last year or two.
So from our perspective, this is the right time for us to determine a home that can really focus on them and the Financial Services programs and offerings that they have.

    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. We intend at this point in time, we intend to give guidance when we release earnings in November.

    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. Joe, I'm going to take the first one and then Karen is going to take the second one. So portfolio BU, yeah, the way I think of that is, as I mentioned, so the nearest term is that that business has been pretty correlated to economic industries. So I commented on that in the prepared remarks and certainly we've seen improvement with Q4 going into positive territory for the first time in nine quarters and that continuing into Q1 so far. In terms of the actions we're taking, first and foremost is really about the go-to-market motions with that business unit. It has got a very broad set of customers and we see opportunity to improve the efficiency and the effectiveness of our sales and marketing channel. And so things that we're doing in terms of our website with ni.com, with the distribution actions we're taking have a disproportionate impact on that portfolio BU. So that's a big focus in the shorter term.
Now in the longer term, we are also working on things that we will do to essentially make the products fit better into those channels, if you will. So these are incremental improvements to our products to improve their ease of use, to make them easier to buy, easier to use, easier to support and we see increased opportunity in our software position in that space and through more subscription based models in the way that we serve those set of users.

    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, Maheep, as far as the construction is concerned, right, as soon as close to 300 megawatts of the first tranche with the 800 megawatts we get one-third get signed, we will start the process of financial process and so on. As I had mentioned in my last call, we have already started acquiring the land. So the land acquisition is well underway. So we are in a really great position to start planning the product construction on the ground as soon as the power purchase agreements are signed.
As you know, we have two years to then be able to build this project. So, that means that typically the equity requirements, it don't happen about nine to 12 months before the project is commissioned. So therefore, the equity need for us would come in a year from now, assuming that the power purchase agreement is signed this week. Then we will need the equity in about a year from now.
So well before that, we will go out to our investors, to the shareholders, to the stakeholders and figure out how we want to then raise the money but we have plenty of time.

    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'm sorry, I was muted. I apologize. I was not able to understand the end of your question. You were asking about Taesa's divestment, but I did not understand why.

    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
 
Hi. Good morning. Thanks for taking my question. I was hoping to ask about labor a little bit more and hoping, Mike, you could talk a little bit about how you're dealing with getting good people now and any seasonal staff you've brought on board. And then just to continue to talk about the Dollar Tree side of the business, how you all are planning for some of that incremental complexity as you roll out the $1.25 price point from a labor perspective? Thanks.

    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 think it's -- the first step has been really the tapering of concessions, and we are starting to see the impact on the rent that you saw. Net effective rents up. But I think it's a little bit early to -- the data points are not sufficient yet for us to give you that level of color quite this quarter.
Hopefully, next quarter, we'll be able to give you more color on that. But it -- great position to be in. The market fundamentals are strong. The assets performed really well relative to competitors, and we're optimistic about what that means in terms of rental growth and pricing power going forward.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I think that's a good question. Actually, in the last few weeks, we actually observed a little bit -- more stringent supply chain in terms -- actually in both situation in semiconductor, in the chipset. So there are some chipsets that we're using in our central controllers so that has impacted us a little bit, and -- as well as we see a temporary shortage in the batteries. For us, it's -- we have secured some supply chains at the beginning of the year so that helps us to really to cope with the situation and basically, we observed a temporary glitch about one week or no longer than two weeks of glitch. But that has -- we were able to actually able to handle the situation so far.

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