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
 
We would certainly use it more, but the returns it's a decimal. So if they can get a little bit more of a return from another institution, they're going to do it, because it's a substantial amount of money. We're talking about on the off-balance sheet money market funds, one basis point, two basis points.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Good morning, management. Hi, it's James Wong from UBS. I've got just two questions. The first question on self-builds. So can you maybe comment on the extent of the self-build by the large cloud customers? For example, have you seen any change recently in the proportion of self-builds by these customers? And as a hypothetical, how would you ensure your future growth if these customers would increase were to proportion of self-build? So that's the first question.
And the second question is just on the current demand environment. It seems like a number of projects that put out for public tender this year has come down. And also I think William mentioned that this year you guys saw a bit of a slowdown in the cloud business in China. But do you see this weakness as a one-off thing, as just this year or do you think this slowdown will be sustained? 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
 
I wouldn't say this is specifically, what we couldn't ship last quarter, we will be shipping that this quarter. These are all custom-made products for infrastructure, as you know, we build all these mission-critical type of products that are needed. These are long-term programs, so I would say a majority of this stuff just does not disappear.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Sure. Thanks Walt. So generally speaking, it was pretty broad-based across the customer base. I think we've seen some strength both on the big side -- on the big customer side as well as some of the normal call mid-size and regional players. So pretty broad-based in terms of the -- the way we think of it on the demand side is we think of in terms of end product, in terms of where it's going to the consumer as well as the product that we actually provide. So if you look at the quarter, poultry was really strong in Q4 and remained strong in Q1. We saw real strength from meat alternatives, so beef and chicken alternatives was very strong. We saw good strength in seafood in non-poultry for meat and other meat items. And then good strength in fresh food applications as well.
From a product perspective freezing products were quite strong, marinating, portioning, tray sealing packaging was strong, cooking, coating, frying was strong and Candy [Phonetic] was strong. So fairly broad across the product line as well. So condition wise its probably the best we've seen in some 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
 
Thank you, Phil.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
OK, yeah, certainly, capex is a function of the stores. And with one store, then we'll see less spend there. But the other areas that we've got teed up and that we're working on right now include a software implementation, our merchandise lifecycle management tool, that will provide us with tools to allow for assortment planning, forecasting and replenishment. These are basic infrastructure that retail organizations have.
And we've gotten by with a patchwork of systems and manual procedures, but it's really due time to have this initiative. So that's gonna be several million dollars, $3 million or so million dollars of capex to get that initiative stood up. And then, the other big spend is gonna be in our logistics area. We are gonna add some efficiency capabilities in our Belleville warehouse.
But more importantly, we're adding a third distribution center in Salt Lake City that will have several million of implementation and fix our cost to get it up and running. And what that will do is it gives us the capacity during the peak period and a closer delivery time to the West Coast as well. But that capacity will give us further confidence during the fourth quarter to step on the gas, like I articulated, and really be confident that we can deliver and meet our customers' expectations. So these are capital spend that are infrastructure-related and are necessary, but we'll get benefit from for the foreseeable future, three to five years at least.
That's kind of the big pieces. 

    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. Hold one minute, let me get that for you. My computer locked up. So I've got it, just give me one minute.

    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
 
It's certainly possible, Bryan. I put that is less likely and I'll tell you why, it's not because I'm not confident in our development capabilities or being able to do it. It's obviously a related party transaction if RMR was to build something and then try to sell it into the REITs and fortunately or unfortunately, we have a lot of related party existing relationships and whenever we engage in further related party transactions, they are generally difficult to explain in the marketplace and for whatever reason they are often looked at -- some groups of investors look at them skeptically.
So I'm not sure that's really the way we're thinking about it or plan to do it. If we did start buying greenfield, again, the first place you might see it and this is not going to be meaningful might be in and around industrial, but if we did that, it would be on ILPT's balance sheet. We probably won't do that, let's say on RMR or personally or outside and then try to sell it to ILPT.

    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 have -- with what I've seen so far, and also the unofficial pieces that we've seen in the media and others, I think it comes down to whether there's a testing component or whether it's a mandate. With a testing component, you know, certainly, there's going to be costs and other things involved with that. But I believe we can do what we've always done and work through this with our employees in a very straightforward and transparent manner to handle. But we would hope that it comes with the testing piece, and not any mandates that have strict dates to go by that could create issues in the supply chain for the entire United States from my view.

    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, Marco.

    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. Let me take that. And Jim, I'll let you add any color or commentary. As we've been saying for the last few quarters, we've been very proud of the South America team's performance and how they've managed through some really difficult economic -- macroeconomic challenges but then equally, obviously, with what's going on in South America with the pandemic as well. The net sales increase in South America has really been driven primarily by the pass-through of higher corn costs.
And it's also benefited from higher volumes in Argentina and Brazil. There's actually been very strong volume recovery that's continued in Brazil and in South America. The first quarter operating income also benefited from well-executed contract management and corn hedging as well as higher co-product recoveries. And it's worth to note that this is the third consecutive quarter of year-on-year operating income growth in South America.
It's the highest quarter one performance in nearly a decade in South America. So we just think the team is operating exceptionally well. Our operations are performing very well under difficult circumstances. And it's a combination of volume uptick, great contract management, operational execution is what we're seeing. And the question is can the consumers continue to feel robust in their purchasing behaviors going forward. That's the question.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Well, in terms of what's coming out of the factory, we would need somewhere between eight to 10 aircraft, if the source is the factory. If the source is the whitetail market, we've got that covered. And that's what we're working on as we speak, because initially whitetail market is we have some additional reconfiguration costs that we wouldn't have if it was coming out of the factory for us. But maybe you can help us convince Boeing to ramp up production to sell more aircraft.

    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. And as we've talked about both the last two quarters, we would like to get our MSR portfolio up to 10% of capital but we've also stressed that we're going to be patient in doing so. We're not going to chase returns in the sector. We are happy with the growth that we achieved in the third quarter.
But again, it may take time because the market is competitive, but we're finding opportunities and Ilker can talk a little bit about returns.

    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, Catherine. I do think we've been seeing a lot more opportunities lately than we have seen in quite some time, significantly this year, in the construction area. Construction in the area is up quite a bit, so I'm not really seeing much of a lag. The difference right now, I think, is that there is so much liquidity out there that a lot of these projects have a tremendous amount of liquidity going in ahead of the draws. So there is going to be more delay in pulling down on construction lending and that could also be exacerbated by issues with the supply chain. But, I think, overall, that's a type of lending we're going to see impact us going forward. Also seeing a lot of M&A, which I think is typical pretty much across the country right now as there is consolidation in various industries. So that's also giving us some opportunities. Government contracting, again, is an opportunity area for us to grow as well. I think we're being quite competitive on pricing, provided we're getting a risk return on assets that's appropriate to the Bank. So overall, I have cautious optimism.
Charles, do you want to talk about liquidity a little bit or?

    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. Look, I'm not your sports guy, and I get thrown that one so I reframe it quickly, just say there's kind of a couple of key stages here that's established and reestablished, stabilize, optimize and actualize. And we have just launched and are about to launch several additional owned brands in our first year. Design, develop, define and launch, 8 brands within 2021.
So this year is definitely our establishment year. And so we are getting traction with those brands. We're engaging with new and existing customers. We're seeing a lot of positive signs there.
We only see that growing. And I'd say we're in our opening stages with evolutionary stages to follow.

    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 for your questions, and thanks for your participation on today's call. We hope you continue to remain safe and look forward to updating you on our fourth quarter results in October. Have a good 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
 
Yeah. Specific to the gross margin line, I would say, s::can and ATi are above line average. At the same time, they carry a bit heavier SEA. And so, again, as we talk about those two pieces, you can think of them, I know we're talking apples and oranges because one's operating profit and one's EBITDA. But think of the EBITDA profile of those two companies being kind of mid-teens, if you will. But as you speak to GAAP operating profit, you have a little bit of a mismatch to the base business, but overall a good blend.

    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'll ask Phil to answer that for 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, we would have expected anybody that could run last quarter should have run hard. And we certainly didn't see a lot of new supplier -- idle supply come on. We're not anticipating any other supply coming on in the quarter. The cost curve, as I mentioned, is still at 450 to 500 range today, over the last week or so. So, I think there's still a really high cost curve that's underpinning methanol pricing. So, we don't expect additional supply to come on in the next few quarters.

    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, Don, I would say, look, we have a very active M&A pipeline. The team is out there screening for opportunities every day. I will tell you that the one thing we are hoping to see in the pandemic was valuations coming back down to earth a bit. In fact, we saw the opposite. So things are still really expensive out there both in terms of capabilities as well as businesses. So we're certainly looking at a number of things.
I'd say existing businesses are weakened, leverage our scale to grow those businesses. I think Allegro Credit is a great example of that. Pets Best a great example of that where we're able to leverage our scale in care credit and health and wellness and buy those businesses and really grow them well, which we shared a little bit at Investor Day around how we did that, but we're going to be disciplined. We're looking for acquisitions that are not only strategic, but accretive and so we stay pretty disciplined on that, but the team is very active on that front.

    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.

    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, sure. Great question. I would say that -- you're right. Part of the growth in Q1 is an easy comp, but we are expecting double-digit growth for the full year in China.
It's really -- it's broad-based. It really is cutting across each one of our end markets, so it's not limited to treatment or transport or utilities even -- part of that is, again, there has been improvement in China in terms of site access, kind of an opening up more broadly of the economy. And so we see that investment flowing. From a long-term perspective, there really are -- we see a couple of key drivers here.
The whole focus on sustainability and environmental impact by the central government there, which has been part of their long-range plan for a while now, is driving real investment. And we see that in our bidding pipeline and our project backlog. Secondly, it is really being driven also, from a competitive standpoint, by all of the work that we've done over the number of years to localize our supply chain as well as strengthening our engineering capabilities on the ground there and our selling capabilities. We've got a great team there, and we've got a quite strong brand name actually across China, especially on the utility side.

    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
 
Hi, David.

    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
 
Q2 -- partly in Q2 for China and then second half for the U.S., yes. So you're right. Those are pretty big markets for that product.

    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
 
That's correct, 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
 
Who wants to take it?

    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. John, I mean, I haven't really -- I think, Chris, you kind of backed through some of those in your thought process. But I mean I think as electives move, we're always going to fall behind that a little bit, I think from what's going to come to us perspective. But Chris, I don't know if you have some specific perspective on where you see that.

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