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
 
So, Janine, I'll grab this one. So, thinking about the 2% to 4%, go back in history a little bit, up 5%-ish in Q1, up 3%-ish in Q2, and so we're kind of right around that same range here in Q3. A couple of things happening here in Q3. We're hopeful and optimistic that Europe will slowly reopen. It's been slowly reopening. It's certainly has lagged what's happening here in the US. So optimistic [Indecipherable] vaccine rollout will continue and people will start to get out a little bit more.
On the other side of it is inventory challenges and supply chain challenges that we have seen, so inventory is kind of dribbling in here as we go through the quarter and we expect to see a little bit of a hit there in Q3. Our in-stocks are not exactly where we want them to be. So we're doing everything in our power and a huge thanks to our transportation team to get our products here as quickly as possible. So, those things are kind of balancing in and it just keeps us right on track with where we've been for the first half.

    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 think what we're seeing is a little bit of noise just based on the prior year order activity. So if you think about last year remodel retrofit kind of tailed off as the early -- in the early stages of pandemic. And so a lot of the reason are, our growth rates in the segment is so high as our remodel retrofit sales were actually at 90% versus the prior year. If you kind of compare that to 2019 levels, our growth will be pretty similar what we saw in the first quarter and that's continuing. We're still seeing strong order activity, but now we're starting to compare against where orders grew in the third quarter of 2020. So the growth rate is coming down. It's more a reflection of the prior year levels, and it is a change in trajectory of market activity.

    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. So, I'll start and Cheryl can add on if she has something. So what I can tell you is, as we did this latest pricing route and since then as we've seen commodity costs grow, we are on a regular basis every 4 weeks or so, shopping our competitors and looking at their pricing and comparing it against a liked product on our menu. And up until now, so far, we haven't seen broad-scale price increases across entrees. So we're being very surgical about where we think our pricing power is and making sure that we stay, certainly on top of it and don't fall behind, particularly on proteins, if our competitive -- if what we see in the marketplace from our competitive set is that they're raising prices. So far, we have not seen that. I think the benefits are coming from checks build, more so than pricing power across the fine dining segment.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I lost my [Indecipherable]. So, we are anticipating a significant increase in, joking aside. I appreciate you asking the question, it does give us the opportunity to put this out there. 2021s run rate on a quarterly basis is in the $19 million range or so and again I'll refer to my remarks, recall that we are benefiting this year from that $2 million forfeiture benefit upon Mac's departure. Next year's run rate probably going to be closer to the $21 million range on a quarterly basis. What we're capturing in that number is compensation increases together with filling open positions. Some of the benefit we've been occurring in '21 is we've been running a little bit lighter from a headcount plan perspective.
Increases to T&E, as you mentioned, the entire company is -- we're starting to get back on the road and there's more conference is being held, businesses being conducted more in person than on Zoom going forward. And -- so we're planning for that to return to pre-pandemic levels. And then the last point I'd make is development overhead probably going to be in the flat range in '21 as we continue to build our pipelines. We have the development spend will look a lot in 2022, like it did in '21 and then we anticipate growing that ability to capitalize '23 and beyond.

    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. I think that capex is really more a function of growth, incremental capex. And these acquisitions we do, oftentimes, there's a plan and there's development projects associated with those, which are great, those are more onetime in nature, right? And then you the benefit of the returns of those in the future years. And from a free cash flow conversion standpoint, yes, right? We think we've hit a new baseline, and we have plans to further expand that going into 2022 and beyond.

    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. Thank you. Let me add my congratulations. So Henry, can you give us an example of something that you would like your platform to be able to do in the future that it can't do today?

    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. Thanks, Omar, and thanks for spending the time with us today. Let me start on the people side of things, and I'll ask Kristin Oliver, our Chief Human Resources Officer, to jump in, and then I'll handle inflation. So I am really excited about the team that we've built here at HBI in the last couple of months. It's a great combination of people who have been here a long time, like Cindy and Mike and Scott, who are bringing incredible knowledge and depth of understanding of this business, and then some new great people who have great experience. And the combination has been really powerful so far. The dynamics of the team is really good, and it's making a big difference. In terms of some of the reporting things, we flattened the organization a little bit and gotten people more focused. So as we mentioned earlier, have elevated Cindy to report to me to make sure that technology has a seat at the table. Mike's role is now incredibly focused on supply chain. He does such a good job on that, and we're prioritizing supply chain. So he's gotten incredibly focused on that. So in terms of work structure, I would say we flattened the organization a bit and we've elevated some key functions to report into the C-suite that are really making a difference for us. We've also done a lot of work on culture, as you mentioned, and on some incentive structure. So I'm going to kick it to Kristin to answer a little bit more about that.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Shar, I'm not sure I'm following completely the question. Are you asking whether or not there are other projects, not our projects, but other projects that might be experiencing those or are you asking for us? Because I wasn't sure who the buyers were in that, in your question.

    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 brought in new leadership in the last 18 months. And we reorganized to a regional and blended approach, where we have regional teams comprised of business development, consultant relations, relationship management people on regional teams. And that reorganization was completed late last year. And -- so I would expect a positive trajectory in gross and net flows. I doubt we'll hit our maximum stride this year, but certainly should next year.
So I think what you should look for, just as you should look for in our EMEA wholesale or retail channel, the trajectory should be positive. I hesitate to give you absolute targets because there's so much we don't control. But in both of those channels, which are -- EMEA is relatively new -- new leadership there as well. You should expect to see improving net inflows in both.

    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, so the Bishop GUR plant won't start up until really early 2022. Obviously, we would like to get it up as soon as possible because that market is growing very robustly. To put it in perspective, that business grew 25% in 2020 versus 2019. So, we are anxious to get that plant up and expect to certainly fill it out within the first year or so of start-up.

    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. Thanks, Rudy, for the question. As you know, we are developing one of our PDE1 inhibitors, ITI-214 for Parkinson's disease. In our Phase 1/2 study, we saw that motor symptoms of Parkinson's disease improved on top of optimized Parkinson's therapy. Dyskinesia symptoms improved in patients with levodopa-induced dyskinesia at baseline. We'll share details of the design of the upcoming trial later this year. But the principal objective of the study is to study parameters of motor symptom improvement without worsening dyskinesia. The objective of our PDE1 program, NPD extends beyond motor symptoms, however, and encompasses the exploration of cognition and potential disease-modifying effects that result from the anti-inflammatory effects in the CNS, which we've demonstrated occur with this mechanism of action in our PDE1 inhibitors.

    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. Thanks, Oli, it's Brian. First of all, let me say that transactions and average basket trends were both strongly up versus a year ago. Transactions are up.
We're benefiting from larger baskets. And we also are benefiting from our partnership with our payment platform, Klarna, which went live earlier this week. And we continue to look for opportunities to expand our basket size. Relative to inflation, I'd tell you that we took pricing actions during the quarter, and we haven't seen any aggregate impact on volume, and we'll continue to look at vet pricing going forward.

    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, now we're can hear 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
 
Sure, thanks, I will. The major impact was in the United States. In the US, we would estimate that we shipped roughly 50% of the volume of Specialist and 85% of the volume of our MUP product against our demand signals. Now those estimates are probably wrong and roughly right. But more important is that the end-user demand based on point of sale remains high. So the major impact is on the US market. In Asia Pacific, the impact was only in the marketing distributor markets and it was primarily due to our inability to ship because of shortage of containers. We don't have a supply chain issue in Asia-Pacific or in the MD markets, it's a container shortage issue and we haven't actually quantified that completely, but it was enough to ensure that we didn't grow as we wanted to in the 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
 
Yeah, they are different processes. Obviously Kirby South is SAGD. And then Primrose where we're leveraging that technology is on the steam flood area.

    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 went in, obviously, we're aware of the challenges that coastal gas link was experiencing, we'd factored in that into the economics. We still believe the SEDAR LNG project, the benefit of a floating LNG project, our ability to have that built in a -- I'll call it a lump sum environment overseas to bring that here the uniqueness of the size and the great work done by the Haisla in securing that capacity. We take into account Patrick, some cost increase there. We are working closely with obviously LNG Canada, you know, as the major contractor on the coastal gas link pipeline, working -- there'll be many conversations with coastal gas link themselves. But we take that into account the economics and still believe SEDAR is economically advantage from a cost structure perspective of delivering LNG into the Asian markets on a go forward basis. So as you said, we've got lots of work to do. As we work through the feed engineering. There'll be many conversations over the next little while. I believe, those will be intense and accelerated as there's a lot of money on the ground already from many, many people. And so we're anxiously watching, but we do enjoy the benefit of the great work that the Haisla did in securing the capacity and the commercial arrangements on coastal gas link

    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, Ben. So, on the margin question, yes, we're very pleased with that -- we've been able to hang on to a lot of the initiatives on the expense side that we put in place last year. So, I think when we finish up this year, we're going to set records for margins for the full year and as we go into 2022 that picture should remain and again if the macro stays -- the wind stay at our back 2022 I think will be the high watermark for margins in the history of the company.
Yes, a vendor is now on board. What a great addition to the team on the IT side. So, we have been without a head of IT for give or take eight or nine months. So, we have been on this journey to replace our former head of IT, but Sukhvinder brings a different skill set to that role and I think it's more along the lines of making and aligning the technologies that we deploy a little more friendly on to all of the business units. At Lamar, we've never been bleeding edge when it comes to technology, but we've try to be pretty fast followers and Sukhvinder is going to help us do 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
 
So Joanna, we've always been hesitant to comment on proposed rules until they get finalized in August. I think the macro comment is the ongoing recognition of the value of the hospice benefits baked into the proposed 2.3% price increase related to it. So we're encouraged to continue to see the stability there. As it relates to the evolution of how quality will continue to be defined and shared on a public level, there's a lot of detailed nuances inside of it. But all in all, of course, we are an advocate for the ongoing transparency and the desire to really figure out, both qualitatively and quantitatively, how hospice and quality and value to the overall system is going to be defined and reported on a go-forward basis. So it's a -- not an unanticipated continued step in the right direction. And we'll respond accordingly, like we always do, to the proposed comments.

    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
 
Before we take the next question, if you all could keep it to one question from here on that. We've only got a couple of minutes left and several people to get through.

    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, sir.

    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, the sale prices in mortgage were nice, were really strong in the fourth quarter. And so we just took advantage of the trade between put it on our balance sheet or the sale, we just thought the sale price was attractive enough to take advantage of.

    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, we're not seeing anything right now.

    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 was de minimis in Q1 from de minimis Q2 year-over-year or sequentially.

    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's Jim. I don't think so.

    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, I mean, our revenue in the March quarter is limited by our ability to supply. Certainly, our bookings right now are exceeding our ability to ship. We have secured capacity throughout the supply chain. They continue to support customers, but it's very tight right now. And I think that that's common throughout the industry. But the backend capacity, we've been able to secure sufficient back end capacity and really more now just limited on wafers and working through getting additional allocation to support the ramps of new products in the run rate of activity. So we're being very well supported by our foundry partners.
But for instance, TSMC is 40% to 50% over booked for the year. And that just makes it very tight. And we're all working through it to support customers and prevent line down situations and things like that. But it's -- we're working at a very, very low inventory level right now. And we could certainly do more revenue this quarter, if we could ship it. John, any comments on that?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thanks Roxanne.

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