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
 
Great. Thanks. Good morning, folks. And then thanks for all the color and clarification. Really helpful. Most of my questions have been answered, but maybe just one back on the FRE confidence of over $2? Maybe if you could just comment on a little bit on the fundraising side of that, it looks to me like you'd be able to exceed the 2020 annual level of fundraising each of the next two years based on the fund profile? So I just wanted to sanity check if that seems right given and maybe I guess the flagship component of that obviously would be large and just sort of the cadence of timing of that. And then what you're assuming for capital markets business fees in that $2, is that the level of 2020 at least or do we expect growth on 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, well, I think it continues to normalize. I mean, it's hard to know what normal is in today's environment, but I think the process, as I mentioned earlier is become more normalized. It's still a long process and frankly, we still have more work to do with our sales team to get better and better at this and get better at our messaging. And as I mentioned earlier, try to deepen our mode on our value. So I don't think it's a static thing that we ever say mission accomplished. It's always trying to get better at, trying to get in more deals and work them more efficiently. So it's hard to say that it's -- you can expect a status quo going forward because I don't think there ever will be in the high tech sector.

    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
 
Steve, you want to go first?

    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 Jon.

    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
 
Thanks, Alexia. So let me talk about AMS first. So if I -- make sure I understand your question. You're sort of looking to understand kind of what the outlook on some of the weaker categories from COVID, you're saying like retail and restaurants?

    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, operator. We will be available after the call if there are any follow-up questions. Have a nice morning, everyone.

    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, Robert. We do think we can continue to tighten costs on the right side of the balance sheet over time. And we've been in the process of optimizing how we look at our financing landscape, costs are definitely ripping tighter there as well. Our bonds trade 50-basis points tighter today than when we get, we saw 3.4 is pretty good, but they're trading 50-basis points tighter than that we're well aware of some of the more recent [Indecipherable] bonds. But you could take 50-basis points across a $3 billion bond complex, obviously the bonds are not callable, but there are some real opportunities there over the next year or two, to reduce our borrowing costs 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
 
Yes, John, really for -- in my experience here, and most of my time, I was inside and a little bit in OSB, really, September, October, historically in Siding has been really good. I think that's also true for OSB as people move into the winter and try to button up some jobs and get the house siding or [Indecipherable]. So we've typically seen really good seasonal demand now, have that demand plateau and the summer is kind of at a constant rate of construction. And then we would generally see a little surge in demand September, October as people were trying mentioned trying to -- what I think was people trying to complete some jobs before the winter weather hit.
So we're certainly in a historically in a really good time and season right now, and we're expecting to see continued very strong order files at least until October. But given the lack of inventory in the channel right now for both OSB, Siding and for EWP in there as well, I anticipate that even in the winter, we'll see pretty good order files as distributors and dealers take that opportunity to rebuild some inventory, they're looking into what we expect to be a strong building season next year 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
 
So this -- there is many states that have some cost that is deferred with that. The largest is a massive in Connecticut, it's about $230 million of deferred storm costs related to Isaias. There is the -- there were storm costs in Massachusetts and New Hampshire also but at a smaller level. So each state has their own protocol for timing of when you go in and file for that. So we haven't developed that filing. We certainly have provided some information on our cost during the previous docket. PURA had asked that we get the best estimate of what we had seen to date, but unfortunately we have some invoices that come in over time, and we have to gather them all, make sure they're all accurate, we don't pay anything unless we've -- we view it three times and four, I guess it's four ways from Sunday is the expression. But -- so, we don't pay for things that and we'll appropriately kick those back. So we -- after we go through that process, then we do a filing. So that filing could come in a future proceeding, it could come in a base rate proceeding, it just depends on the various states. But I would expect that --those filings would be done over the next year or two in the various states.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
No, that's all within the GCI program and for Windstream, the fiber-to-the-home builds are.

    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. Hello, Filipe Jaime. Hope you are well. I wanted to get your views on a couple of points; first, capital allocation and then on return on capital employed. In terms of capital allocation, you've already touched on capex. I was wondering if you could also touch on deleveraging and dividend payments, how you prioritize those, given the very strong results and cash flow generation that you're having? And also touch on the potential need for an equity offering and whether that equity offering if needed would be more to supply ISA with capital to pursue inorganic growth or would it be more driven to just strengthen the overall Ecopetrol financial position?
And then in terms of return on capital employed, which is an area where the company always stood out relative to your peers with the addition of these that has great margins and great return on capital employed. I was just wondering if you could talk a little bit about where you see roughly, maybe ex this going into 2022, please? 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
 
Yeah. No. Chad was the founder and chief architect Of that product. I think you're referring to Dr.
Wolf Khan, who was a data scientist as part of that. So no, we don't expect -- And by the way, he's still actively engaged with the company on a consulting basis. So we don't expect any disruption, but to be clear, I think Chad and our own engineering team sort of have led and will continue to lead that effort.

    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 had strength across all verticals and geographies. In terms of geos, it's worth mentioning that we did just launch in the second half of the year into Europe. So we do have new geographies that are contributing that weren't there before. So we're excited to see the progress there, including some really amazing logos that we have, Siemens being the first big name that signed up with us as kind of our tent pole CEM customer for Europe.
And Siemens, very respected. They've got a great leader there [Inaudible] broad strength across the board on CEM. And I think just stepping back, the bigger picture is in the middle of a global pandemic. And as people start to think going forward, there's a recognition that many organizations were not as prepared as they should have been for an event like this, and they know that they've got to be better prepared going forward.
So we just are a very quick, easy way. We're cloud-based. We can get up and running quickly relative to other software investments. We're not that expensive, and we represent best practices.
So I think there's a growing recognition of that, and just awareness that CEM is more of a must-have been a nice to have.

    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, Iris, so the -- that's a great set of questions there. So, almost without exception the new long-term sole-source agreement, these partnerships are 10 years and at times even 15 years. They are really led by advance services. So these are advanced services really bring the Autonomous Pharmacy to life and in most of the cases they are included. Some of these are also market share gains and they make up a large percentage of our -- the bookings from these long-term agreements make up a large percentage of our total company bookings.

    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. Of course, look, we on an annual basis, go through a strategic planning exercise and we review that plan with the Board, including assessment by external advisors. So, the Board takes their responsibility very seriously and looks at the valuation of the plan, and it also looks at alternatives. That's the Board responsibility. So, we feel very good about that plan and the value creation that we will achieve with that.
We're very happy with the investor base we have. Most of them have been in the stock for the very much the reason we built our company for the long term, for a long-term compounding and being exposed to the macro trend advantaged end users that generate that long-term growth. And we think there are more investors out there that are interested in.
So, that's why we also talk to healthcare investors more and more. We talk to consumer investors more. We talk to international investors more. And we talk to ESG-related investors more. But, the answer to your question is absolutely that there is -- we believe this is the best plan for shareholders. And most of our long-term holders very much agree with that. Yeah.

    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
 
It is certainly an ongoing dialogue, and it is going to be on a case-by-case basis, as you can imagine, at resort properties, it's going to be somewhat different than with urban hotels. And also business mix is also very dependent. So it's something that we are constantly -- we are having conversations with our managers to see how that brand standard will evolve as we get into more stabilized operations. So it's a continuing dialogue, and it definitely is going to be on a market-by-market basis.
But there certainly is opportunity to modify housekeeping relative to what it was pre pandemic.

    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. Juan, it was probably around $6 million to $8 million in the second quarter. When you look at what we recognize in terms of revenue on the collection side relative to total build, you're a couple of percent short there. So there's kind of $6-plus million on the collection side as we move forward in the next year that we hope to. Obviously, we covered some of those sunset, and we get back to 99.9% collected as we have historically. In addition, you still have renewal caps, so call it, 15% of the portfolio. And you hear what Mike's talking about in terms of the strength of renewals and how those continue to move up. And so we continue to see a benefit there. And then on the fee income, also see that coming back pretty strongly. So you probably have $6 million to $8 million of run rate that should be a pickup as we move 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
 
OK, thanks. Guys, good morning. I trust you had some time to digest the ruling in the Epic Games-Apple case. Can you comment on how you see the anti-steering mandate impacting your business? And then, separately, Craig, maybe you can talk about the divergence in DAUs, which were down in the quarter, versus MAUs, which were up.
Thanks.

    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
 
Rob, it's Joe. So non-resi runs at about 2% of total NOI. So call it $4 million, so let's say it's a $16 million run rate right now. I think pre-COVID was probably around $18 million. So it's off $2 million. We have seen that coming back quite a bit in terms of LOI activity and demand for the space. So we feel pretty good about the trajectory on that side as well, as well as trying to get some of these tenants that were delinquent, trying to get them current again and back on their feet. So that piece of the business is actually moving along pretty good 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
 
Good question, and I'm not the attorney in the room, but I'll play one just for the sake of argument. So the issue with pensions really gets to two issues, right. The number one, does the Control Board have the authority to basically steamroll the legislature. It seems like they precinct that they do. I'm not the judge, so I can't tell you whether that's true or not. But it seems like they do. So I'd say, it's OK, you want to see the pensioners protected. We do have the authority or capability to do that. Good question. However, against that kind of backdrop, you got to remember in bankruptcy, there is a statement and the information that says all creditors of equal standing has to be treated equally. So to me, that's an impossible argument to say the pensioners of every other creditors taking an impairment, don't take an impairment. I don't know how long that would pass the muster of the review, and especially a challenge because it's black and white. You can't, you know, all creditors legal standing has to be treated fairly. How can you preserve one class, it's not even secured, and say they're going to get 100 cents on the dollar, you know, these other classes are going to take apparently. So although they rattle the saber and both of them are rattling saber. I'm not so sure if we drove it away. This is just positioning to try to reduce the amount of the discount.

    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
 
As we've talked about, David, it's a little harder to kind of look at the different businesses, because they're even though within the different categories within consumer, but you would expect to see a similar rate -- you would expect to see a similar range within Consumer and higher range in PCG, just because of the raw material basket being higher on our industrial businesses. And that's just timing on industrial, as you know, TAG is more uniformed in timing wise when they go out of price, whereas in our industrial businesses by business by region are staggered across different timelines. But you could expect to see a higher cadence for our industrial businesses in the second half.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Sure. So when you look at April and into May, and our current visibility with the delayed projects that I was just mentioning with Marty that pushed into the second quarter. We feel that going into mid-June timeframe we've got turnarounds that are happening and that because of the delay, they'll continue into that mid-June timeframe. We are seeing activity improvements in Quest, which includes some offshore operations and international operations that I think May, and first part of June is -- at least the calendar right now is looking good. Nested, I think we've reached a 90% level, if you will. We are adding technicians, on a week-by-week basis in our nested. I would expect to see another couple of percent improvement toward prepandemic levels there. And when you look at the on-stream side and markets like petrochemical, where margins are extremely high and capacity is very much in demand, I do expect to see our call-out mechanical services work or onstream services work, continue fairly strong going into the summer months. So I think we've got fairly good visibility on nested to see a few points improvement versus prepandemic projects. And turnarounds I would say going into early June to mid-June because of the delay continue to be strong at this point and call out, I think, driven by onstream, we've got projects in manufacturing and engineering visibility at that point. And assuming there's no other international type lockdowns restrictions, etc, we expect April, March and into June for Quest, we'll have some stronger 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
 
We're estimating it to be about $30 million for both of them together.

    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. But that's a combination of hyperscale and enterprise in terms of it averages to about 2%.

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