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
 
Yeah, I probably won't name them today, but certainly we have competitors that can be much larger than us. There's not been smaller than us. There is not many people who have the capabilities in 150 person company. So typically they are larger than us. Typically they can absorb more loss, typically they are more expensive. The overheads and operating costs were more expensive and so typically we will have a cost advantage against them. And so, what that allows you to do is build a little bit more margin into our bids and take into consideration that additional risk that we may have as a smaller company. So yes, we've been doing it for a while, we've kind of figured it out and we feel like we've got a good handle on development type contracts and production type contracts that we can bid appropriately.

    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 so much for the question. I just had a question about the Encompass business. How do you, a, sort of -- can you quantify how many of the carriers you're working with now? And two, I know obviously some of your peers are also entering this space. Can you just say anything about like any comments about differentiation? Or I assume, given the size of the market and the relative revenue, that you guys don't encounter each other in terms of a competitive situation.
But any clarity there would also be helpful.

    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 think when we look at -- hi, Elizabeth. It's John. We saw strength across our business. We're not going to get into kind of month-by-month, but I think what we saw and you saw in the print for second quarter, very strong across geographies, products and so on. And what we're seeing is a reflection of that with our guidance.

    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 it will dip down a touch in the first quarter. But as long as we don't go back into another lockdown Mike, I truly believe what we're seeing right now on the ground that will accelerate as we move into the second quarter, if there isn't another lockdown. I mean, it's amazing. When they turn things off things stop. But when they turn things on, it's amazing how fast and how much demand accelerates. And what we're hearing on the ground from our leasing staff right now is things are -- have accelerated a lot over the last several weeks. So it's just really all about staying, where we are and opening up the markets further. And we feel pretty good in terms of what we're seeing out there right now.

    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 can comment just broadly on the fee levels for alternative private market and Saker can address the competitive landscape for direct lending. Essentially, our private market/alternative business, it blends in at around just under 40 basis points, and that does not include performance fees and carried interest, which come along episodically. And that's a range of strategies. We wouldn't comment on particular fund levels for particular slices of that at this point. Saker, do you want to talk to the competitive landscape?

    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 for taking the question good morning everyone just maybe given the strength of the housing market, I'm wondering if you can give us update specifically on the U.S. and your expectations for agent count in the balance of the year. One would think in a very strong market. You have new folks coming into the brokerage business, just trying it out on their own. I'm just wondering if you can give us an update on the potential share gains, what you may be doing in the second half to kind of maybe ramp the agents up even more?

    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.

    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 we looked at it from prior cycles, Tobey. Fair enough question. Kind of we move back to -- you can go back to 2012, like, we published our EBITDA margin of around 8%. So we're in the single digits during the great financial crisis. This time around we're about 11.3% last quarter, we just talked about being 11.4%, but on the year 11.3%. So I think in terms of faring through, I think we've done again a heck of a job, obviously, that's adjusted EBITDA margin to speak to. I think what you're also asking is where does it go from here? Do we get back up to the 12.5%, 13% where we were in '18, '19, obviously we'll be able to do that. In terms of the new cost structure, we would expect again, more to be added on top of that in terms of the margin expansion.
And then as we start to get through our strategic initiatives, which is what the end goal is to further increase that margin expansion even further. It's hard to give you scale on that right now, obviously, we want to be a little bit cautious. We'll give you a little bit more on Q1 and Q2 as we're going through it. But you can bet that's primarily what we're really focused on, which is new initiatives, more profitability, enhanced value for our shareholders, and we think that's really going to pay off pretty well.

    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. It's a great question because it's so broad based, it's always difficult to quantify a specific data point that would be meaningful to you. I will just -- I gave you the major buckets. I'll repeat them again. Really there is a commodity inflation component. There is transportation, freight and logistics challenges that we're seeing, which is both availability and cost. And then I love the rest and it's just general supply base challenges. As our supply base has come back online post pandemic, they've had to ramp their capacity to meet their demand. And so, you saw -- you're familiar with the chip shortage and there is a halo effect around electronics in general. There is capacity constraints across many of our parts and suppliers as they ramp back up to their capacity and trying to project what capacity they'll lead to sort of 2021.
And then I noted also we're tracking the financial solvency of our supply base. Some suppliers did not weather the pandemic, as well as others. And so, where we have an early signal that a supplier may be in trouble, we reach out and talk them to understand what their recovery plan is, and if we need to augment that supplier with someone else, then we'll certainly take action to get ahead of any supply chain disruption. So, it's tough to dimensionalize. I will just tell you that, again, the team did a fantastic job responding to it in Q1, and we expect challenges to continue for 2021 but we've reflected our ability to mitigate it, offset it in our guidance.

    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
 
Well, we continue to make investments in our corn milling business here in the U.S. to serve customers. And in South America as well, we started another mill back up here last year and continue to make investments there. But it's really working with customers. It's where we've got the connection to our supply chain network, where we've got crossover with customers with our Specialty and Refined Oils business and where we think we've got the scale to be relevant to customers and the connection to have an edge to win long term. So you'll see us leverage around our strengths.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
That's it, directly. And it's like the Krishnan is back as well. I'll try to answer it. And if Krishnan wants to jump in, he can. But in terms of market share, it's always very difficult for us to measure, as you know, there is only one other public company and the rest is private and some of the industry data we get is survey based and I don't put a lot of weight on it.
Overall, based on the growth that we're seeing, based on what we can benchmark ourselves to, I definitely know we're holding our own eyes highly suspect on that we're doing better in terms of some market trends, but without really, again, I'm very specific on actually having numbers that are audible, if you will, it gets to be quite difficult, but we do see it and lot of the other metrics that we kind of manage in terms of wins, in terms of things that we're competing against, in terms of what we know and what we're seeing out in the market, I definitely have a positive feel.
Krishnan, I don't know if you want to jump in on that 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
 
Pete Trane [Phonetic] for PJ. I've been watching some of the sustainable solutions portfolio offerings that you're doing, like rejoin ColorMatrix, Maxxam [Phonetic] could you just talk about how sales growth are in those buckets and peak sales? And then kind of give us a sense of what the larger drivers are in your sustainable solutions sales?

    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, sub -- subject to any trend -- any impact from transition services agreement.

    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 so much. Really appreciate it.

    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 Liza, next question.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I'm sorry, I didn't hear the question. If you did, Ajay, go ahead and answer it. If not, Marc...

    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
 
No. I think we have our natural lease returns that will be taking place this year. We have two this year that are naturally returning. We have more conversions into cargo as Abhi has really grown the cargo business. He needs more dedicated aircraft to that. And so, we're looking at putting the E1s into that as well. And so, I think that really gives us the flexibility. And as you know, into 2022 and into 2023, we have more retirements coming, especially on the E1 fleet.

    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. It's probably a little early, and we haven't given out any guidance on 2022 yet. But I would say a couple of things relative to that point. One, that we're -- now that we're done with our divestiture program, and I think we've said we've turned 100% of our attention toward growth. We're making a number of investments in both inpatient and outpatient areas and a number of service line enhancements to really grow our net revenues. And if you look at our medium-term goals that we've put out, and I think it's on Page 15 of our slide deck, our goal is to grow net revenue to increase our margin above 15% and to reduce our leverage below 6 times medium term being over the next two to four years. But if you think about kind of the trajectory to get there, hopefully, you can use that to kind of give some idea about the direction of 2022.

    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
 
Sorry, we had a delay there, Courtney. Could you restart the question? We got you missed.

    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
 
There's a little bit of seasonality in North America, but we're actually -- the underlying volume of corporating systems that we're making are pretty healthy. What we need to see is the price increase starting to take hold. And we also expect the number of completions to accelerate going into 2022. There has somewhat been a slowdown in completions with the docks of the drilled, but not completed inventory declining dramatically over the last couple of quarters and CapEx moving more toward drilling and -- but that's just bodes well for completions in the New Year. And so we're very excited about the hand that we have going into the new 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
 
Yeah. Thanks for that, Mark. The bottom line is we just executed well. I mean, as you can appreciate of project that size, we give ourselves some contingency. And even with the backdrop of COVID and some of the issues we had with the shelter-in-place in April of last year in Michigan, we were able to execute well through the summer. We had good weather. The construction went well. And our teams continuing to make real progress on that. The facility is closed in. Steve and I were there last week, met with the team, looked through kind of where things are at. And relative to the timing of commissioning the machine, we feel good that we'll be able to do that in Q4 of this year and not having to think about making kind of commercial material probably toward the end of Q4, you being on the real and being able to -- you'll be sending that downstream to our current planned site late 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
 
Well, first of all, I don't say across the board because we don't peanut butter spread. But the truth is, there's some level of price increase across the board. It just isn't -- we're not putting in place XYZ percent across the board. And the timing does vary, Keith. We have contracts. We have agreements. We need to interact with our customers. We treat our customers with a lot of respect. We care about them tremendously. But at the same time, to your point, we have to pass on the value that we create in price increases to them as we're dealing with those pressures.
Timing, we do have off-cycle increases. We do have on-cycle increases. We are overall raising our prices more than we have in the historical past as our most industrial companies right now. So, overall, I'd say this, yes, off-cycle increases; yes, on-cycle increases and larger increases, but it does absolutely vary by product set and the cost pressures that we're facing in the cost product set. You also mentioned regions. That's also true on regions. We're raising prices effectively in all regions. But those price increase timing and amounts do vary by region, by customer, by product set. So, yes, this is a significant effort for Brady right now. As I guarantee and I talk to a lot of people, it is for almost all organizations.

    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 Tom, it's that year-end issue that always comes up. So we got wells, so -- that we are completing the wells in terms of capex during 2021. And then, 2022 comes on and we turn a number of wells. I think it's about 10 wells on that we completed in '21 at the start of '22.
So it's real hard to lock down exactly what your DUC drawdowns will be year in, year out. Overall, we're pretty flat in '21. In 2022, overall, it will be the same sort of thing where we're either going to be flat or it will just depend what happens right near the end of the year or the start of the year.

    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
 
Good morning, James, it's Brian. At a high level, I would say we've been very pleased with the trend lines we've seen across the system. Certainly, at the very beginning of the season, getting open was a little choppy with certainly not all of our parks coming online at the same time and staffing challenges, that as Richard noted, the decisions we made held to remedy, and I think the results speak to the success that we had with those decisions and those changes we made around staffing. In terms of demand, certainly, throughout any season, as you know, having followed us as long as you have, there's ups and downs.
I will say this year, we found ourselves focused on some of those macro trends that we used to hate talking about and got away from like weather. But certainly, that played into it. We really didn't see a demonstrative impact in any of our markets really on the -- from the Delta side of things. From a guest spending perspective, the trends have only continued to improve.
Our per cap number in Q2 was just a hair inside of $56. That improved over $64 in Q3 and then pushing $65 in October as we've disclosed. So I'd say the trends have only continued to improve in certain metrics and have remained very steady in others.

    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, as we see last year, Q2 was heavily impacted by the COVID situation, right? So I think that's an easy comp. But from what we are seeing, it was a significant increase month-over-month for this year. And as we always talk about in the grilling season gives us the strongest time for all the proteins, and chicken continues to be the most affordable protein in both domestically and for the export markets.

    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
 
Who wants that one, Barry, Paul, A.J.? And good luck with it.

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