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
 
Hi, guys. Thanks for taking my questions. Just want to ask on cost. So obviously, they were up a bit in Q4 and I think most of that was due to COVID.
But should we expect basically flat costs into Q1 as well, you know, given that COVID hasn't really improved as much as we would have liked? And then you know, is there risk to guidance if vaccine rollouts are delayed later into the year? Or how have you sort of incorporated, I guess, COVID assumptions?

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
That's totally correct. So -- and on top of that, they can get another type of certificate, which is a lot lighter. So you don't -- you do not need to spend that amount of money. But there are very, very few tankers, which are being used as storage units at the moment.
If we are talking about the 15 or 20-year average. So you always have a number of vessels. And in that number, you see a lot of the Iranian fleet itself because they cannot choose their ships to trade. And anyway, they need those ships as a buffer for their oil production before is being exported through the illicit channel.
So as Brian commented earlier on, the minute we see sanctions being lifted or another policy being applied to Iran or to more scrutiny being put on what they do with the oil, all of that should have a positive impact to our market. And it remains to be seen what turn it will be and what impact it will have, but we are very hopeful that something is likely to happen.

    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
 
Great. Thanks. Maybe a couple for me. Just on the -- first, is there an organic software growth number that we have for year-over-year I guess, just excluding kind of the two months of Volterra that would have been included. And then -- and just maybe on kind of extrapolate on the last question, but just as you're deepening conversations in sales to encompass kind of more than one product, just what are you kind of seeing as far as sales cycles for cross-sell opportunity versus maybe a point product?

    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, I'd say, On Assignment is a competitor in a very specific and relatively small part of our business, particularly since they focus on mid and large-cap companies. Even in tech, we focus a lot on SMBs as well. So there's not a lot of apples and apples there. But I'd say, the competitive landscape as to pricing vis-a-vis our competitors generally hasn't changed much at all.

    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
 
Very good Mr. Obin. Very good.

    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. So yes, good to hear from you and thanks. April, I did make the comment in April from an Automation perspective and Commercial & Residential perspective, continues to be on trend to what we have experienced and have expectations around, so I'm encouraged by that. Now in terms of the comp structure, yes, I've spoken openly about the journey we're on in our culture and what we're undertaking here as an organization. I think there's a lot of energy around that across the enterprise.
Compensation is absolutely something that we're looking at. And we actually -- we have a task force in place today led by Lisa Flavin, and she's looking through how we compensate the executive structure and others. And I think there's a lot of opportunity there for us. And we'll be -- we'll take our time. We'll work very closely with the Board on that as we go through the summer, into the fall and hope we have an evolution there as well.

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

    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 more optimistic, clearly. If you were talking to a group of my salespeople,and ask them, did we have adequate fleet coming, to the extent they had a real view of the total plan, they would say no. We need to buy much more. And so as we're going to continue to grow the fleet where we see opportunities, that optimism is much higher in the field.
But we're also trying to balance against these rate improvements that we expect to make for the remainder of the 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
 
I wanted to come back to this idea of supply versus demand in the Q1 quarter. I had heard earlier, I guess, someone mentioned that they were assuming that, that supply would be meeting demand. But it seems to -- well, I just want to check that with you. Is that a good assumption? Or do you think that we see supply continuing to rise to meet demand on into the fiscal Q2? And then I have a follow-up.

    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, we still have a very fairly pronounced theme of geographic differences, so company is heavily -- California, Southern California specifically and Las Vegas where franchises are operating across the 15 states footprint. So, we continue to see on a one and two year basis, really outsized, very strong performance, particularly outside of California, which is largely in favor of our franchise community, where we share markets with franchisees in Southern California performances much more aligned with much more modest franchise outperformance. So really that geographic theme continues to be fairly pronounced in favor of franchise.

    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
 
Rick, go ahead.

    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, Chris. I appreciate it.

    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
 
Texas, that's another state where I'm highly confident there will be significant public interest. Can you get through the legislature there with all the various competing bodies, the odds would be against you given what's happened there historically, but we're working there 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
 
Sure. Thanks, John. Well, we have already cleared the path with the distributors to launch direct-to-consumer. So that's the answer on that question. And we have rights -- stretch consumer rights, really, for the vast majority of our teams. We are in discussions with the leagues and the teams on enhancing some of those rights to make the product even better. So that's what's going on right now. I don't see that being a threat to timing. The plan is to launch in the first half of 2022. And then on your question around Carriage, look, we don't comment on the specific status of any one distributor discussions. So the only thing I can say is what time will tell if these distributors will return.

    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. Great question, Insoo. So let me just walk through this. In terms of expense, the expenses and they are reflected in the results are $2.1 million, and we don't expect to have trailing expenses into the fourth quarter from Ida. In terms of capital so far, about $1.7 million of capital, there will be future capital associated with that Pickering plant that Chris talked about earlier. And then the conservation-related consumption there, we estimate that to be about $2 million, but that's hard to pin down exactly

    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 morning. So there were some earlier questions about the math around the revenues related to the vaccine. But what are you doing or what are you seeing in terms of additional staffing needs, additional costs? Anything you can provide there that might help us once we do the gross margin math that might help us with the ultimate EBITDA impact or benefit?

    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
 
Hi, thanks for taking the question. My first one is around the risk management program. Since you reported last, the outlook for oil prices improved, downstream demand is, at least in North America, is looking much healthier. So I was just wondering, how at all, if at all, do you adjust your risk management program as we look out toward hopefully more normal supply demand environment? And I'll leave it there and then I have a follow-up. Thanks.

    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 are thinking about it, Jonathan. I -- we are running many scenarios right now internally, understand is there an opportunity to accelerate our retirement schedule for our coal assets. As you know, we still have a very large coal operation. And currently, we're forecasted to retire our Belle River Power Plant, which is about 1,200 megawatts in 2030. So we're looking at ways to accelerate that, which is our first retirement that -- in our lens this decade; and then our Monroe Power Plant, which is a very large coal facility, almost 3,000 megawatts. We're looking at ways to potentially accelerate the retirement of that up from 2040.
So much more to come on that, but we are deep into that analysis right now. And we're required to file an IRP in 2023. And we will detail all of that then.

    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, Adam. This is Bryan again. I think at 550 transactions per month, we are about the size of what two of the three publics were when they went public. So, there is the ability to do that, and I think that's important to keep in mind. But, I would also reiterate that the model was built in a way that the two channels highly support each other. Though many believe that the three e-commerce retailers do not have infrastructure, It's important to note on Page 16 that their infrastructure costs today are about the same as what Lithia & Driveway's are. So, the idea of bifurcating that, I believe that it could be done, but I don't believe that it's a necessary thing.
I think Lithia Motors & Driveway has proven that it has the ability to execute, that it's developed a plan that's much different, and is very difficult to replicate for anyone else coming into this space. It's important to remember that the competitive advantages of being a new car dealer are hyper important to the overall model of things, and that I think over time the world will see that infrastructure is important, and that the traditional business has the ability to recondition closer to consumers. Our new cars generate trade-ins that other independent used car dealers will never be able to get, giving us a massive cost advantage, and there's other benefits that I think over time. I think the two organizations behave best together. Now, we have built everything. So, it could be bifurcated in the event that we're not able to see separation in values or stock value, and we'll take that as time dictates and as our valuations really and...

    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 can't say that we're getting more space. We are -- we have put together orders and the orders are getting put through -- put on the ships with delays in them, and we're adding the delays to the piece to try to align it, and the prices that we're paying there 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
 
Well, I'd say that market strong and we're excited about it, but again, we've had some really good closeouts and we've had some good execution out there and we've had good weather on top of it for the most part against the majority of our areas. So when you take all those and you combine them, we've had very good results. And I think, we've always said our operating margins and we upped it last quarter to say, it should be on the T&D with, that 7% to 10.5%. And we're operating a little above that. So we'd love to operate, where we're at today or a little higher. I mean, that's always our goal to exceed it. But we did have some things that we benefited from this last quarter.

    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
 
Hi guys. Kind of more broader or strategic question, how do you think about the appropriate leverage level for running the business?

    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, Chris, I would say starting with the segment levels, the most impacted, of course, are architectural, our traffic solutions business, our automotive OEM and, quite surprisingly, our industrial coatings because there are a lot more chips than people realize in some of these things like appliances and other electronic materials, heavy-duty equipment, things like that. So those were the businesses most impacted. What I see though is, obviously, it's in our suppliers' best interest to continue to sort out their supply chains. And seasonally weak fourth quarter should give them adequate time to do that.
Now the flip side is we have an extremely large backlog of demand right now. So anything that they can make in the fourth quarter, we're going to ship. So we feel very good about that. As you know, we've been a little bit more pessimistic and probably right about the supply chain issues. And so we have put in, like we said on the call, an expectation of further challenges in the fourth quarter.

    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 for the question, Kate. I can start and then maybe John can provide more color on the sortation work that we're doing. We didn't see pressure on the supply chain and digital line this quarter. That's due in part to just incredible strength in our store business, with our stores up 18% on a year-over-year basis.
I get excited by the efficiency improvements that we continue to make in our digital experience. John talked to some of those just a minute ago but now we can do a lot with the volumes that we've built over the last two years and some of those same-day services and all of that volume translate to more efficiency opportunity as we can continue to squeeze down the per-unit cost to fulfill. But I don't shy away from growth from a drag on that line from a growing digital business. And the reason why is when guests lean into digital, when we get more omnichannel get, more guests using Drive Up, more guests using the same day, even if that sale itself comes at a slightly lower rate, it does incredible things for the rest of our P&L because we see those guests than more in total.
About 30% more for new Drive Up or Shipt guests. And that's way more important than a little bit of rate drag we've seen over time from digital growth and that's how we continue to think about it.

    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 we've long talked about the strength of our balance sheet and I think we're perfectly comfortable with the higher leverage of -- higher level of leverage. We don't have a target that we're we're aiming to meet.

    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. I think our experience in the U.K. is in line -- both the U.K. and South Africa are very much feeling the impact of the COVID crisis and the impact on the economy. I will say, our U.K. team I think is optimistic though as we look forward. Some of this is, Brexit is now behind everyone, and we're still moving forward. So it's having some certainty there, is giving -- at least to the degree we are having, is giving our sales team some confidence when they look out across the year as a whole.
Likewise, in COVID, with people getting vaccinated, I think there is a general sense of optimism, but to be sure, it hasn't really shown up yet in certainly through Q3. And frankly, I think until the COVID crisis is more in check, the U.K. and South Africa are going to struggle a bit. And those are very important economies to us. Where I did note a little bit of a positive is, as the third quarter went on, in December, we started to see some positive momentum, at least a bit with some of our customers late in the quarter. And so there was -- again, this is -- we should be moderate here like it's -- but there was certainly some positive indications that companies in the U.S. or North America certainly were starting to look beyond the COVID crisis and getting back to work.

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