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
 
Thank you, and good morning. Robert, I was wondering if you could provide an update on U-POL now that you've owned it for nearly six weeks. How is the integration going? Are the challenges of inflation and supply constraints any different from your other businesses?
And maybe for Sean, what would be the step-up in amortization associated with that deal in the fourth 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
 
So, maybe the simplest answer is, in essence, how it's going to flow through the financial statements. It's basically status quo in terms of how you currently see it to the extent that you will still see [Indecipherable] being accounted for the joint venture.

    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
 
Dominique?

    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 very much. And thanks to all of you for your continued interest in the Company and the recovery of the global travel and tourism industry. We are back on the road and we look forward to running into you in our hotels around the world. Thanks, again, and 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
 
Yes, hi Eric so we varied our [Indecipherable] commercialization Services and helping our helping with particularly specialty physician was market challenges, which would include patient accruals and helping [Indecipherable] post and then we expect that they will be full resumption of innovation in clinical trials obviously the FDA [Indecipherable] very focused on the pandemic in getting those therapies approved. So we think we always do stand willing to serve, but we can feel our portfolio is very adequately position and we don't have any specific needs holds right now and have had a history with our physician customers on analytics and data mining. So we feel we like we're well positioned, but it's important to keep in mind the benefits that could come from using community on [Indecipherable] in clinical trial accrual so very important.

    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
 
With Primatene Mist, seasonality is still a little hard to determine. Typically Q4 is a good quarter for it and so we'll be monitoring that situation. As far as growth for Primatene, we're in all the major retail commercial. I think the next big growth is as we develop our marketing strategy and brand recognition and getting the product, letting people know that the product is back on the market and we expand into maybe a younger demographic with some of the more concentrated marketing efforts that our team has planned. So I think that's where we could see some growth moving forward.

    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
 
We don't focus on a particular IRR target for any portfolio. It's all risk-adjusted, obviously. We will look at assets that have a carry of less than 10%, but have a total growth opportunity greater than 10%. That is the RPL strategy.
And there's other asset classes, such as multifamily, where it's unlevered double-digit type of return. And that is more of a coupon cash flow stream play. So it depends on which strategy you're referring to, but we look at both. And we do have -- there was questions earlier about recovery from the March declines.
Part of our book value growth also, which we've had consistently over the last few years, is a function of the fact that we buy assets at a discount and accrete those assets through time. So our expectation is that we will continue having book value increases due to the fact that we're buying these assets at discounts and using an operational strategy to extract value of those assets.

    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 that, and thanks, everyone, for joining. It's an exciting day here. Some good discussion, good questions. Obviously, reach out with any more.
We put a lot of information out there, a little later than we had hoped last night. But we're around to answer questions. And we look forward to updating you in a few months on the progress on the acquisition and just our operations with Callon. Thanks again.

    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
 
And then -- sorry. And then you have the mix impact for the COVID versus -- first half versus second half. Obviously, the drop of the COVID-related sales to about $40 million to $50 million in the second half does create kind of some level of headwind to the overall margins.

    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. And again, as much there is a nice pop we've seen relative to maybe some incremental loads given this environment, this is not an overnight thing, this has been building in the last two, three years. And I think, we're experience in enjoying sort of the fruits of our labor. And again, I do believe it stays sticky [Phonetic] to CP and we continue to enjoy that freight.

    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, well, thanks for joining and appreciate the attention to the Company. I mean, we're -- obviously, the pandemic everybody is aware of what's going on with the pandemic. We think with the vaccine rollout plan, we think the U.S. is going to return to normalcy in Q3 and Europe is a little bit behind on the vaccines comes in Q4.
The reason we're so excited is, we've got like 10 things in '21 that we didn't have in '19. We've got the NEO launch, the E-nside launch, the E-nya launch, AMDS and NEXUS, our investment in Asia-Pacific and Latin America, a potential for a BioGlue China approval. We've got the PROACT Xa trial enrolling and we've got two PMAs we're filing this year for PerClot and for PROACT Mitral. So obviously, the Company's got a lot going on, but as this pandemic lifts, we feel like we're well positioned to start delivering a double-digit growth. So appreciate your attention on the call and look forward to the next quarter update.

    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. Yes, I do. And when we actually go do the analysis, and we've done analysis for all the jurisdictions, but conditions change, load changes. Certainly, PTCs, ITCs can change as a result, which change the business cases where some may have been on the margins, particularly in the East, now become benefits to customers. So I think those numbers will continue to change. And I can tell you from what I've seen so far, those numbers will change. And some will go up, some will go down.
But overall, nominally, it should be on path to what we've talked about. And we'll have more to report on that probably during the first quarter '22 because we'll have the integrated resource plans. And when those integrated resource plans are filed, that's what I mentioned today is you'll have a more definitive view of what those projects look like because there'll be the results of RFPs and there'll be the results of actual projects that are put in for regulated approval. So I spoke more definition, but I would certainly say that nominally, it will be in that category we previously discussed.

    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. We'll take the next question please, Wynne.

    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
 
Right. And like I said before, there's probably an additional $1 billion, I mean, who knows, on transmission. And then whatever happens on fleet transition, there's something else there. I think what we've given you is kind of a bare bones approach, which we think is appropriate. And then that supports the 5% to 7%.

    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. Hey, Charles, that's right. They are being made contingent upon approval, and we're still not revealing the size of the sales force. So I don't want to give you that estimate just yet. We are well on our way of ensuring that we will have everyone on board by launch, if we stay on the current timeline.

    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, Gal. This is Carl. I'm happy to take that one. Thanks for the question.
So first, with respect to additional pucks in the quarter, those were largely attributable to the two partnerships that we mentioned, both being multiyear multi-target deals with Everest and with Moderna. In terms of program starts, one of the things that we're very pleased with is the increasing diversity of different partners that are represented in program starts. And so that is a good mix of early stage of large companies and of the sort of mid-cap or mid- to small-cap biotech companies. I'll just add that from a business development perspective, we are seeing a lot of inbound from a mix of customers.
As I mentioned, the bispecific capabilities are definitely driving some of that. And in terms of performance, we have now added 55 new programs under contract in the first quarter. pardon me, we've added 52 programs under contract in the first three months, part nine months, let me try that one more time. We have added 52 programs under contract in the last nine months.
that is exceedingly, but that is very strong and has exceeded our expectations for the year. And so we're feeling great about the business development. And really, as we mentioned, are now turning our attention toward room execution.

    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 do, do some lending into our fund services clients, but that's not really what we're referencing. We're really talking more about M&A-driven PE lending. So as companies in our portfolio or through relationships with PE firms get bought or sold, we're participating in that acquisition debt.

    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
 
Obviously, fuel prices are higher now than what we had last year at this time. We had -- in the first quarter, we had a onetime event, which is the scarcity and much higher price for gas, natural gas. That has already passed. We're not seeing that. We are not seeing exchange rate appreciations, both in Mexico and Peru at this point, at least that -- an exchange rate that may impact on our cost at this point, we're not seeing that. And obviously, higher prices that you mentioned may reflect in the future on higher prices for certain materials. But at this point, we are not -- other than fuel, as I mentioned, we're not seeing anything significant at this point. Let me add something else to your question, Timna. We increased our cash cost before byproduct credit a little bit. It was $0.074 from what we had at the fourth quarter last year.
And that's basically because of the catch-up that the company is doing in certain maintenance and stripping and some other jobs that were postponed at the beginning of 2020 at our operations due to the COVID pandemic. At the beginning, we were operating with about 40% of the workforce. That is not the case now. We're very close to 90% in total workforce operation at the corporation in average. And that's basically what we're doing now is catching up in certain maintenance and certain stripping and some other works that were part of 2020 are being done now. That explains the increase that you are seeing in cash cost before byproduct credits. Now we have a much more attractive wind tail coming from the prices of our byproducts as well as the price of copper, which is certainly helping our cash cost this year.

    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 evening. I have a few questions about your future revenue guidance. I believe that you talked about having some large education contracts for the tablet in Japan. It doesn't look like that's going to happen next quarter.
Could you tell us what happened to that business? Have they canceled the orders? Are they going to do it next year? Or is it just going to be delayed? Can you talk a little bit about what's going on there? Hello?

    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, Susan, good morning, and thanks for the question. I think there is a number of things that are benefiting the active adult buyer right now. One is they were first to kind of go to the sidelines, they've certainly got more comfortable figuring out how to buy and figure not how to make the decisions that they want to make and as it relates to their retirement. The strong stock market behavior I think certainly plays a factor in that as retirement accounts are flush. And then finally, the strong resale market has made it a seller's market, and so very easy for that active adult buyer to sell their existing home and move into one of our new communities.
So, our expectation is that the Webb brand will continue to be a big part of our business and that buyer will continue to perform very well.

    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. I would say that the sustainability comes from improved mix, which is the -- why we emphasized so much the new products that we've launched over the last four years, which Prefinish Shakes, Smooth, I'll carry a premium over what we -- over our basic prime product. As I've mentioned before to on the call, if we buy as mix to Trim, and that can be very favorable to price as well. So that's -- so we're looking at our innovation strategy as a means to increase margin, and it certainly does. I will say that the constraint on that as we gain market share, but there is a competitive nature, obviously, to a big base of business that we have in LAP and panel. And so we are keeping our options open, if that's the right way of saying it, to be competitive when it comes to big builder business. And our business at the home centers, which can be a little more competitive from a pricing standpoint.

    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, comparing to last year when we were in the middle of COVID and you had Chinese shut down, I think, going over that bar, it's not too high.

    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 roughly 90% -- just under 96%.

    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
 
Something else driving that. And there is a hard line that people see externally between cash and securities. But there are so many different security types that are actually within the cash and within the securities. And on the cusp of cash and securities are some areas where we've strategically gone back and forth into and out of, and that's frankly where the change in classification that you see has been driven. And so there could be securities that are -- that have a risk return profile that are very similar to one another, one of which would be classified as cash and one would be classified as securities. And that's strategically where we'll make some of the kind of portfolio decisions of where we want to be playing based on what we're seeing in the marketplace and how we think about the risk return characteristics. And just in a sentence, that's what's been driving that, the distinction that you see based on the external reporting classification.

    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
 
Great. Thank you for all taking the time this morning. As you can see from our comments and the discussion on the call, our strategy and operational expertise are allowing us to benefit from the longer-term secular trends in the attractive markets that we play. In addition, our responsiveness and capacity expansion plans will allow us to go after the strong demand we're seeing in outdoor living trends and R&R.
Thanks again for your interest in AZEK, and we look forward to updating you on our performance the next quarter. Have a great day.

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