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. I mean, certainly, we look at EIC. It has two levels of manufacturing equipment. One is more kraft focus and another large-scale production capacity.
And again, part of our rationale for this acquisition is that we see that -- versus what we've seen in the market to date with soft chews in particular, but other categories in confection that the amount of throughput and the automation that's there is very high so that definitely the ability to produce product at a low cost. So I think, certainly, you're going to see some unique and interesting products come out of EIC, hopefully, in our Q4 this year. Again, that is dependent upon licensing and commissioning of equipment and everything. But certainly, we do expect them to be strong in terms of what their cost of goods is going to be relative to the competition.
The thing you can't control is the market dynamic in terms of where pricing is. So we're excited about EIC. It's why we made the investment. We certainly think that they're going to be able to do things that the majority of other companies cannot do from a costing basis and a consistency basis.
So that should definitely be a big contributor to how that product contribution looks like.

    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. This is Barry. Thank you for the question. And look, I think you did a good job summarizing the things that we highlighted that are positive momentum that we've experienced here in the first half and we expect to continue through the second half.
I mean all of those are very good drivers to what we expect in 2022. That being said, we're not going to give guidance today on 2022. I think we've said what really needs to be said. We're seeing increased producer activity in the key basins of Oklahoma and North Texas, great opportunities that were taking advantage of the Louisiana market, and then the strength of the Permian growth has just continued and we're very optimistic about what will happen in 2022.
So the level of growth in 2022, we haven't actually quantified at this point either anecdotally or by percentages but I would just say we're continuing to increase our optimism about the growth that we'll see in 2022. Ben, would you add any specific comments around the basins?

    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 right, thank you all. Operator, that will complete the call. Thank you.

    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 in short-term the rebalance would be mostly down to the release of the spare capacity that exist. Now if you look at the current pollution of the U.S., which is 1.5 million [Indecipherable] in U.S. land below what it was in early 2020, this gap has not yet been bridged, and I think do not expect this to be bridged as we exit 2022. So there will be an income out of oil supply that we will pull on international market that the market can deliver today, but for sustainability in '23 and '24, the market will have to commit capacity. Hence, this is a reason why in Middle East and other countries you see this future commitment of capacity. And this is a reason why you see the return of offshore and the commitment of FID. We had 50 FID about already today. We expect to be 100 FID, most of them in offshore. At the end of the year, this is 50% more than it was last year. And the trajectory is toward 150% increment after that.
So now going forward and expanding beyond, I would expect within the next two to three years, obviously with this dynamic and the pool international supply would create the flow of activity to reach and/or exceed the level of 2019 activity within that timeframe.

    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. Mig, it's that lag around procurement, in particular, that's powerful, a, qualifying products, getting them starting to buy them and getting them into inventory, buy them in scale as opposed to, what I'll say, buying them at full volume and then getting them through the inventory capitalization cycle and out through the P&L. It's just -- even though the transformation spending has been done, that exercise, that procurement follow-through will run. I mean it's been going on several quarters, has several more quarters to go. And so the lag of getting that into the P&L and drive the incremental margins is just not to be underestimated.

    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
 
The minor change in reporting was, we had -- those two tenants are two large regional office tenants in Baltimore. And our previous math had the one tenant with a partial renewal and staying in the building for about 30,000 square feet. And our expectation is that they will totally vacate now. The second was that we had a contraction for the second tenant that ended up not being as large as what we had forecasted, which resulted in the net change.

    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
 
Okay. I think it sounds -- perhaps I take the first point, Thomas. But I think in terms of the dollar interest rate exposure, we do run a swaps book. And therefore, we will benefit from the steeping of the dollar curve in due course. But we'd normally seek to price out over the sort of two to three years in terms of this. So we -- it tends to be a sort of medium-term type swap book to reduce interest rate volatility. So we don't have the up or the down volatility that you see for some of the U.S. banks relative to the curve. As I said before, I think -- I did give a general guidance a few minutes ago, which is if I look at the interest rate effect for this year, net of the FX move, I expect to be down about CHF50 million for full year 2021 compared to full year2020. Clearly, that would obviously change if we see another shift in FX, and that's across the entire 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
 
Alright. 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
 
That is correct. We do not have any CEWS proceeds in the guidance we just gave, and we do expect EBITDA to be down year over year in the first 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
 
Yes. Hi, Theresa. It's Rick again. So to your point, a lot of the answer truly depends on what grades are put on the line.
Capline can move heavy or light in those -- and truly, the volumes are going to very significantly. From our perspective, we're excited about Capline. We obviously have Garyville sitting on the coast of the Eastern Gulf, and it can be a recipient, but truly volumes will be based on demand from us and others, Econ, and then lastly, grade, as I've already stated.

    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. We're not at a position of announcing any incremental sheds at this point. But if you look at some of the ones that we've announced, those sheds will give us the ability to go into new markets as well. If you look at the one in D.C., part of that will cover existing areas, geographies.
Some of that will cover geographies that are new to us as well.

    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. I can take that, Louie. So right now, we're over halfway through the program.
So you can think of that as over $1 billion is behind us, and so we're pretty far along that. And I think one of the other things to kind of put around that is if you look at our liquidity position today, strong operating capital, is like $700 million the last TTM, that we're in a really good position. We're basically fully funded to finish the buildout.

    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 for taking my question and I'll echo my congrats on the quarter. Welcome, Matt. And Howard, we will miss you. I'm sure, we're run into each other again, but best of luck. I guess, I want to touch on a couple of quick things. One, maybe this one is for Jim. Jim, the services business naturally, obviously, this year or in 2020 had challenges with COVID et cetera. But as you think about it, one of the great things about the business was you've got really intimate with customers, like you got to understand what they were doing, what they wanted, it drove some product development or at least ideas around innovation. And as you think about '21 and '22, do you think you reinvest in that business a little bit to sort of keep that customer intimacy, to keep those guys at the customers to help them with their solutions, but also to help guide and drive product innovation? How should we think about that playing out?

    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 very much. What was the change in price in Refinish, exclusive of mix in the quarter? And is it -- how would you compare it to normal historical patterns?

    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 for taking my questions. So maybe to just follow the IP arbitration. Just want to make sure, Clay. So would the timing still be focus you? And how would you share that information with investors? And then also another question regarding RemeGen's the TV compound.
Just wondering how is the data comparison efficacy safety, especially, say, in HER2-low compared to, say, ANCHOR2, the ADC profile?

    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, for the residential mortgage originations, third quarter, we're probably around 3.82% compared to the weighted average portfolio of about 4.03%. On the commercial real estate Q3 origination, we're at about 3.57% compared to the weighted average portfolio at about 4.23%. And on the new C&I loans, our current originations are close to 5% versus the weighted Q3 portfolio you had about 3.61%.

    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
 
Absolutely, so as Kevin highlighted and Lisah highlighted in their scripts, absolutely seeing the inflationary pressure, as I think the entire ecosystem is now across our industry and from a retailer perspective as well. And what we have our sights set on is how, do we get to that long-term EBIT margin goal we have of 25 basis points to 50 basis points, from an accretion perspective. And the way we approach it, is very holistic. We're looking across a robust toolbox to address this, things like margin accretive innovation. And we have a terrific innovation program, that started at the beginning of this year and is continuing as we launch incremental innovations in Q4, net revenue management, pricing and that will include both, list price increases and trade reductions. And then, of course, our relentless focus on cost savings. So we're employing that entire toolbox right now, across all of our businesses. And we're coming from a place of strength in this. Our brands are strong right now. We have never had a higher consumer value measure. Household penetration is strong. We're seeing strong repeats. So we're feeling confident in that.
And we're evaluating our ability to take price across all businesses. But I'll tell you, we will be very surgical and targeted in this. We're going category-by-category because we're -- of course we're weighing the broader environment. And we want to be measured in that. But I -- the message I want you to hear is we're looking at it very broadly across our portfolio. And what we're really focused on is executing by category with excellence.

    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 going to be steady for the remaining of the year, approximately 60% coming from Canadian Malartic. But, that's going to increase more in 2022 and further.

    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 my comment was actually more toward the absolute dollar amount of the opex. I think, for our second quarter, the Q2 guidance, I think non-GAAP operating expenses would get it to about $65 million or something like that, if I remember correctly. So that's what I'm referring to that, I should expect that the operating expenses for the rest of the year to stay somewhat around that area, those levels.
With regards to the FX impact, it is actually, if you think about the operating expenses being slightly above half the rate of revenue growth that we've talked about before, which is our model. Most of that is being driven -- most of that excess, if you will, has been driven by the impact of the weak U.S. dollar.

    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, Josh. How are you?

    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, sure. It's very similar to what we've talked about before, which is that, clearly, the OTAs have gained share as a result of special corporate being down on a relative basis, but we're still seeing that our digital channels are gaining share faster than the OTAs. So while, I'd say, the OTAs are probably now at about 14% of total bookings here, still remember that our direct channels are over 76% and about half of that is coming through the digital channels. So, we're very pleased to see that digital continues to gain share very nicely. Our mobile app downloads have grown really well. So, the OTAs have been an important driver of business for us during this pandemic. But I think from a share perspective, we're continuing to see the same trends we've been seeing.

    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, happy to do that. Thanks for the question. And so this is really relating to our -- the final stage, I would say, of our move into the first tower in our headquarters in Toronto. And so you remember, we did take one that was a few million dollars higher last Q4. And that was related to the number of buildings we exited and the leases we exited last year. And this is the bulk of the remaining exits as we start moving in. And today, we're talking to you from CIBC Square. So as we start moving into our new headquarters, those leases that were exit. Now I will remind you, as we said last year, Visa has positive payback over a number of years. And so while we are taking the charges, we are saving ongoing real estate costs.
And so this year, the occupancy line item did actually benefit from last year's exit. And what you'll see with this new charge as well is that we will get both those charges benefiting on the occupancy line next year. And so with respect to our Toronto headquarter cost, if you will, or corporate real estate costs, what that allows us to do is moving into our new headquarters actually keep the net cost flat from 2020 onwards.
And overall, occupancy includes a number of other items, obviously, and it's including our retail network. So there will be some noise in that. But with respect to our headquarters costs, we've moved into the new building while retaining those expenses relatively flat with those exits.

    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 James and Andy. Thanks for taking my question. You kind of touched on this already, but I'm going to try to ask it another way. So on MGM's earnings call, it was really the first time in a long time that management didn't explicitly commit to continuing to reduce its stake in MGP beyond what they've done already. I guess is that also the sense that you guys are getting based on your conversations with them? And to the extent that is the case, do you still see a path to diluting MGM's ownership to below 30% from 42% today?

    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
 
Good questions. I think actually, I haven't thought about that way, but now you've given me a new model to talk about. I think it's -- I do think it's 2023 between what we're doing with SK, what we're doing with data centers, the work Keith and his team were doing to get products out the door now. I think 2020 -- I think next year is a big testing year.
I think 2023 is where this starts taking off.

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