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
 
Sure. Good questions. When we think about the supply chain, it's a difficult time right now because you've got -- in our metals-based businesses, we're staring at a wall of inflation that's going to come through on raw material prices.
So unfortunately, our customers, frankly, would like to buy more. There's not enough raw material to manufacture products for them. So that's -- the order book is fine. It's as stable as it's always been. And again, we've got requiring of contracts. We're meeting their needs, but they would like to buy more, we'd like to make more, it's just not available to us. And I'd say that's on a global basis for the Metals business. When you think about how we source our raw materials, we do source in our local markets for the most part. So steel for the U.S. typically comes from the U.S. market, Europe's from Europe, etc. China is from Asia. And we typically manufacture our products in the local economies as well.
So fortunately, we're not quite as subject to that global issue in logistics and moving products around the world. We certainly obviously have some parts that we do ship around the world. But largely, we're in countries where we supply, where we manufacture. So I think we're a little less exposed there than maybe some others. And I think as we view it, it's a tremendous opportunity to locally source those products that we manufacture locally.

    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 very much. So not necessarily on a segment level, but there have been a lot of moving parts heading into 2022. But if you can update us on your thoughts on H&W, e-commerce and food safety outlook and how that flows into your aggregate 2% growth outlook, that would be very helpful?

    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. So as we already kind of referenced, adjusting our quarterly expenses for the $2.1 million gain in OREO, our expenses would have been $40.1 million for the quarter, which is very consistent with our overall run rate. As far as technology spend, we're continually spending on technology, so I wouldn't say we have anything big on the horizon there. That's an ongoing thing. So it's built into our run rate. That would be the best I can tell you right now. I have nothing on the horizon in that regard.
And then -- but what I do want to say is with the recent wave of bank consolidations within our market, there's quite a bit of dislocation in both customers and talent, which we will certainly be taking advantage of. So don't be surprised if we see expenses tick up a little bit as we had some particularly good athletes.

    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, I expect that we can sustain the gross margin going forward. And I think, Kelly, I don't want to assume, but referring to the Food Distribution business just to be clear. Yeah, I expect that we can sustain it. It's been -- it's improved based on a combination of a product mix and customer mix, and really the key for us to get back to prior margin structures is to deliver on the supply chain piece which is lagged. Frankly, the top line and profitability and gross margin improvements have been falling to the bottom line, in part due to some of the challenges that Tony referenced in the fill -- everything from the fill rates to some of the challenges with the labor market, as well as our own operational practices, which we're addressing through that supply chain transformation.

    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, that's 7% sequential.

    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 very much. Could you talk about the drivers of Request-A-Quote growth more? It sounds like there were some product elements behind that that provided a benefit, but I'm curious if there were any other signals you could point to that were driving that healthy acceleration from Q2 all the way into Q4. And then looking at that more broadly toward the monetized leads to service businesses, where -- how should we think about just the drivers of monetizing that more going forward? Thank you.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. So we're really trying to -- this is Alan. We're really trying to manage our cost structure nicely, and our team has done a great job in that regard. There was nothing particularly unusual of a significant nature in Q1. We did start to see travel begin to tick up in our first quarter in all three of our divisions, and we expect it'll probably tick up even a little bit further as the year progresses as travel begins to open up even a little bit more. So we'll see that SG&A fluctuate from period to period, but there wasn't anything of a material nature that was super unusual in Q1.

    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, Adam, I would say this. We do take the long view on acquisitions. Most of the people, the sellers we deal with, are really doing more strategic family planning versus making just near-term decisions. And I would say that was the case with these four. It really was relationships that we've had for a long time. And when they felt like it was in their family's best interest to sell, CPI was able to take advantage of that and to create a win-win situation for them. So I think we're very excited to be there. These markets have great long-term upside. Clearly, North Carolina's had a tough last 12 months, but we see the bidding environment there, the DOT is letting work at a normal pace now. As Alan said, we see the margins getting back to normal now. And so, we're very excited about those four acquisitions and what they're going to add to CPI in the future.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Thank you. [Operator Instructions] We have a follow-up question coming from Tobey Sommer from Truist. Your line is open.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. Let me talk about it one level, and then John maybe can go to a little bit more detail. So really, it's comprised principally of two major components is the way we're thinking about it. One is from the single North American entity, automotive OEM.
And again, these are their projections and that we're using in this case. And then the other assumptions that we make, Doug, is that in 2023, we recapture our 2019 revenue level in our energy infrastructure business. And so when you put those two things together, you get up very close to that $225 million level. We also have the sustainable building materials activity and a variety of other small sources of revenue.
But those are the two principal components of that $225 million. John, when I was talking, did you figure out the portion of that that would be fabrication?

    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 afternoon. Thanks a lot for taking my question. I know you said that weekly volumes are consistent quarter to date with where they were in the first quarter, yet your weekly volumes, presumably in the year-ago period were higher in the second quarter than they were in the first quarter. Because as we line up just the arithmetic math, the two-year stack is slower this -- to start this quarter than it was last quarter.
So do you think that there is just -- as the world is reopening, there's a rush to go back out to eat, and that's shifting food at home to food away from home in your market? Or do you think that this is a longer-term trend where e-commerce penetration is higher, and that might decrease your addressable market as a result, having little less e-commerce presence?

    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 think that, I think as we've talked in the past, I think that ICF is fairly inflation resistant or proof. I mean, 65%, 70% of our work is in government markets that I don't think we'd see the impact from inflation. The energy industry, I mean, again, I think it's not a significant concern. So I think we believe the inflation we'll be able to manage it, we'll be able to deliver our margins. Obviously, we're seeing wage inflation and wage pressures like every company in America is, and we're watching that carefully, monitoring it carefully. We're certainly doing what we need to remain at market and retain and keep our people motivated. It is a challenging time. I do think on that front, we believe we'll be able to pass significant portion of those costs to our clients. As we've also talked about, we are having, we are achieving savings from the pandemic that we think will last for the long run, both in travel and entertainment and in facilities costs, which I think also provide a buffer to kind of manage pressures that we're feeling on the wage front. And so I guess that's a long winded way of saying, Tobey, that I think we feel we're in good shape and should be able to managing weather and inflationary environment and deliver the margins and further on expectations.

    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'd say we're -- look, last year shifted so many times, one hates to make long-term predictions even for a full year ahead but no, we're more optimistic about getting back to the 25% margin. We had it for a lot of years in our history, not even that many years ago. We certainly need a certain level of revenue productivity to get there but I do think the reduction in non-comp expense is kind of a game changer. And clearly, we're getting a lot of savings right now with travel and entertainment and other things like that. But we do think, a lot of that is going to continue post pandemic and some of the other savings, we've just done a lot of little things that add up to a fair amount, and clearly, things like our New York headquarters, that's a fairly meaningful number for us. So I think the reduction in non-comp gives us increasing confidence that even with paying out a higher comp ratio than we did for many years of our history, when we had very, very high margins, I mean, today, I think you have to have higher comp ratio to be competitive in terms of talent. But we think we're getting closer to the point where we can do both and get back toward those high margins from the past.

    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, great question. We'll have more to say about that over the next couple of quarters. I mean, we did a rollout in an Investor Day of some of our long-term targets. We're thinking more deeply now and working through -- with a little more clarity on exactly where we want to be in terms of return metrics and those kinds of things and that really does -- that feeds into the -- kind of, the long-term capital structure. I made the comments early in my tenure at Resideo, that I would like to see us having investment grade credit profile. Our leverage and, you know, the business performance was there and but the track record in the consistency probably isn't and frankly we've got the -- a significant component of exposure in the Honeywell IRA. So, anytime, we're thinking about our leverage.
When we think about the reimbursement agreement obligation to Honeywell had something that is the amount to a fixed obligation. As we grow the business that shrinks as a proportion of the whole, but it's something we have to take into account, when thinking about the capital structure. So long way of saying we are -- I would say right now, we're in a period where we probably are carrying less leverage than we feel like we could carry a little over the long-term. If there were sensible or reasonable things from a cash deployment standpoint that would take our leverage up a little bit, we'd be comfortable doing that as long as it's within the constraints I've just described.

    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, I think it's going to be a significant portion of our growth. I don't want to give you a percentage at this point, but I think for two reasons...

    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'll start, and then, Rick, if you want to add some details that would be great. So, one of the questions that we received in the past is about the Navy community college, and what the Navy community college may do to enrollments at APUS. And what we're actually seeing is positive momentum in our Navy registrations even with the announcement of the Navy community college. So, as we've discussed before in that matter and I think is also true with the broader community initiative announced by the Biden administration, we see community college education as a pathway to completing their degree with APUS. We offer a highly affordable way to complete their four-year degree. And furthermore, we also see that the community college process help students prepare for the completion of their four-year degree. And so oftentimes if we have a student who may enroll with APUS without a significant amount of prior higher education experience, they don't always persist at the same rate. So, we actually warmly embrace community college students because we really do believe that they've demonstrated persistence in their educational endeavors.

    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, I mean, I would say one thing, Chris, so just a follow-up on that comment. I would say, since Investor Day, there was a lot of work, like I'll call it like internal plumbing strategy. And then, obviously, COVID happened. That was not great for us timing wise. But if you look at what we've done, exactly what we said. And I just think we're going do it better and faster in the coming quarters. Just it's pretty much ready to go. It really is, 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
 
I want to thank everyone for joining us today and thank you for staying on a little bit longer with us. I just want to, in closing, tell you that we remain very encouraged about the future of Capri Holdings and our three very prominent brands, Versace, Jimmy Choo and Michael Kors and the ability to grow all three of those in the future.
I'd like to just make one last comment and I'm also very proud of our announcement that came yesterday about the formation of the Capri Holdings Foundation for the advancement of diversity in fashion. Like we are, in the industry, we consider ourselves to be leaders and visionaries and we think this is a great step forward for our industry to be able to support those in underserved communities -- underrepresented, I'm sorry, communities. And we think that we are going to need to do even more to foster our involvement in the ability to create opportunities. So we're very proud of the organization and its commitment to diversity and inclusion. Thank you, all. Stay safe and have a great day.

    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
 
Hey, good morning, everybody. Thank you.So hitting Juan's question a little bit differently. You have talked about the converging trends between markets next year. And demand certainly has driven stronger increases in the Sunbelt, and I'm sure that there's an above-average mark-to-market there. But has the dynamic in your view, changed between Sunbelt and Coastal markets as far as wage growth looking forward where Coastal has historically been stronger. Do you think that will still be the case? Or does that converge 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
 
OK. I mean, it's really easy to remember. About half of this database happened, then it's everything else. So I mean, everything else -- I mean, the database, you understand.
They're lifting and shifting existing database workloads and developing new Oracle database workloads on OCI. The other thing varies from things like Zoom who've moved over. But also in simulations. And we're very, very good at running simulation software.
So almost -- so a large number of car companies have moved all of their PaaS simulations to the Oracle Cloud because we do it faster and cheaper than any other cloud. So we have actually a pretty balanced portfolio right now where we have the Oracle database contributing to half of the workloads, running on -- running in OCI, and the other half is a variety of new customers, doing new applications not database-related. 

    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
 
Thank you, everyone, for joining. Do let us know if you have any follow-up questions. Otherwise, we look forward to catching up with you in the next few weeks. Thanks again.

    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 can kind of talk, Matt and I. I would say, we're just coming off the two acquisitions, which we've discussed and certainly have kind of jumped into the deleveraging program supported by our capital recycling. As noted, we have the $300 million that we're currently focused on and kind of continue -- want to continue to advance that going into next year as well. And so that you'll continue to see. I think from an acquisition standpoint, we're always kind of looking in the market. I think it's a little bit kind of more tame today just given that we don't necessarily have a big of a pipeline of acquisition opportunities just because of where we're focused and kind of the markets we want to be in. And so, I think it's going to be somewhat muted kind of in the near-term versus kind of having a broader acquisition strategy.

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