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
 
Sorry, I was answering the other one, but I must have been on mute. Apologies.

    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
 
Our focus is on the non TMC parts of our business. That said, we're always asking questions about the utility of capital we have invested everywhere. But the depth of our analysis is non TMC. You'll remember that at the beginning of the year, we asked Lee to take responsibility for those businesses. And his review has been everything from operational to organizational to the strategic questions that are in the portfolio review.

    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, Luke. Yeah, I followed the question. So, let's kind of reverse back to 2019 where the average channel per scaled customer was just a hair over one. Where we ended last year, and again, I, you know, credit the sales team to the focus we created between hunters and farmers, we grew that from a little over one to about one and a half.
Last quarter, we talked about how that expanded to one -- well, you know, we're in the kind of 1.7, approaching two now. Where it can go from here? A lot higher. It's something that is the focus of how we are going to market with our customers, how we're making them more successful. In terms of what's driving the ARPU expansion, it's still, to this point, the expansion of channels.
I think we're further ahead in that journey than we are in increasing number of use cases. So, for example, 95% of our scaled customers are still using their first use case of Zeta. There's nothing that precludes them on our platform from doing all three. So, I think we're a bit further along.
We could take this to 12 channels per theoretically. Frankly, probably even more. But that's going to be a journey, but it's something we're very focused on. I think we're pleased with where we are, but certainly not satisfied.

    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
 
And Doug, our goal at the end of the day is to put our underleveraged balance sheet to work for our shareholders, primarily through acquisitions that help us accelerate our growth.

    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 what you'll see, we spent a little more last year because we had a couple of growth initiatives, so you will see that capital spending come down a bit this year, but we're continuing to invest in the business. So I think we're in the $25 million of maintenance type spending and you'll probably see us in the $30 million, $35 million on a full-year spend.

    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 that's hard to estimate how much product was bought and is sitting on the shelf waiting for future use. Most of our portfolio kind of doesn't fit that case. We have a small portion in cough/cold, 78% of our total revenues that might fit that. So we're keeping an eye on it. It's really hard to predict the changing consumer habits here. But for the quarter, of the $15 million of sales increase above our outlook for the quarter, we think about maybe half of it was timing that came out of the second half into the second 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
 
Thank you, Linda.

    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
 
Hi guys, thanks for taking my question. I guess, maybe just follow-up on the AIM Act. I know the EPA published kind of initial quotas for next year. I was just wondering when you guys look at how that was allocated. Was there anything interesting to you guys better or worse than expected and impacts your view into next year or perhaps longer term based on that initial allocation?

    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
 
Hi, this is Sherry Guo on Brad Sills. Thanks for taking my question. I wanted to ask about the international opportunity, particularly in Europe and APAC. Can you share any insights on the demand environment there or any notable activities in these geographies in the quarter? 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
 
Hey guys, I was wondering if you could talk a little bit about integration planning and sort of what the early milestones we should be thinking about on the Alion deal to make sure that it's tracking to plan. So could you little -- could you outline what you're doing? What are you planning in terms of integration, sort of what the -- what you hope to have accomplished by the end of the year with that deal?

    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. I need to look that up. So, it is -- maybe, I will have to get that to you after this call.

    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 -- on a dollar sense, the balances should remain relatively flat for the rest half -- for the rest of the year. With regards to the actual volume of purchase stuff, I mean, inventories are low but as the house comes on the market it is sold and the purchase volume actually is increasing as the refinance volume is going down. So it's pretty robust, Jared.

    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. Thanks for the question. I think it is a really important dynamic that is still playing out in the marketplace. It hasn't been settled, and we haven't restabilized.
I mentioned in my opening comments that the commodity prices on gas and Petroleum are doubled over the just last year. And so we're now getting back into the territory kind of expensive for the energy that you buy. And so how that plays out at the pumps in different countries and what the differentials and prices are between petrol and natural gas or petrol and LPG or diesel and natural gas market by market does matter. And frankly, more than anything else, the changing prices causes people to pause a little bit in their purchase decisions.
And we're hearing some of that, and we're seeing some of that in our forward-looking order books and so forth. So that is a concern to us, and we'd like to see the prices stabilize. We're happy if it stabilizes at a high level because I think that will cause us all to conserve energy, but we need this price differential between gaseous fuels and liquid fuels that has persisted for a long period of time, and we expect it to persist for a long period of time going forward in markets like Europe, India and China.

    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, there is a couple of important perspectives there, Chris. You know, a year ago, two years ago how much we were struggling with Rhodium in the Electronics business, and as the team got their arms around that, they completely changed their -- the cost management of the Rhodium, and more importantly, the pricing process. So, they used to have a lot of 12-month pricing agreements, they went to monthly pricing; all quotes were reviewed by management. So that really started last -- by last November, the last 12 months agreement had sunsetted, and you've seen the results have been very effective in managing the price. While we have been communicating that across all the businesses of Standex, and it's really involved into all of our businesses to be a little more bold I guess of our passing price through, whether it's from freight or material. So, we're seeing that margin play. It's never easy to have those discussions with customers; I don't want to say that it's easy, but we've really improved our practice in the last year about that.
The second thing on supply chain; you know, most of our businesses, the supply chain in the -- we source in a region for plants in a region, for customers in the region. We have a couple of businesses though that are dependent on the global supply chain; Scientific and Hydraulics. And you saw the Scientific results, they are doing a very nice job managing through those challenges, managing international freight. So I think it's limited to those two businesses, and that's why at a corporate level, you haven't seen a hit as much by those issues.

    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, Sam.

    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 talked about what I thought a realized price increase would be. We are definitely seeing some commodity inflation and how that's all going to play out, I'm not sure, unless in volume, I think our factories are going to perform. So I feel pretty good on the overall cost side despite the fact that we'll probably get some commodity pressure. And the other thing that I would point out is, is that historically when we see commodity pressure we have good -- years of good top line performance. That tends to get a lot of things go on that are in our wheelhouse. So while I'd love to have strong top line and commodity is getting weak, typically we don't see that and I think it's actually a positive sign.

    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
 
By and large, it's across the gamut. I would tell you that maybe certain aspects ironically of property may have slowed a little bit, but the liability lines remain turbocharged.

    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
 
Good morning. This is Ravi Vaidya on the line for Todd Thomas. Hope everyone's doing well. I was just wondering in terms of occupancy. Can you give any comments during the cadence of occupancy? When and where do you see a bottoming out and then and then rebounding? Given the comments, it it fair to say that, will the bottom be at the end of the second quarter and then come back up after 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
 
Thank you. Good morning, and appreciate you taking the questions. Lot of great detail this morning, and appreciate the transparency or the added transparency, I should say, here as we go into the fiscal year-end. But, Todd, I guess, my first question is just simply on the guidance. Can you talk about your expectations there when we think about the surgical franchise versus high-risk PCI? Should we kind of -- are we looking for similar trends here in the fiscal 4Q where the growth is really being driven by these great outcomes you're achieving in the shock population, as well as now with the growth in the RP in conjunction with treatment of COVID-19? And I just got a quick 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
 
Hey, guys. Good morning. It's actually Fred Wightman on for Greg. I'm wondering if you could just talk about pricing. It's still a relatively modest benefit in the quarter. I know you talked about that 2% pricing that took hold earlier this month. But can you talk about how you got to that 2% number, if there's been any push-back from dealers or customers so far, and just how you see pricing as a lever 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, I think it's a good question Christian. So we are, for the time being, we're very focused on bringing the leverage down. We think that's why the highest impact item on our share price. So, we'll focus on that in the short term, as we start to have visibility on that 2.5 times. I think it's very fair to say that the broader capital allocation discussion will come on the table. And we'll, we'll address it at that time, but for the kind of immediate future. I think we're going to focus on delevering.

    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 on the [Inaudible] side, Joe, but these things change very rapidly, right? I mean, today, China will announce a 90-gigawatt capacity addition. You will see the prices form up because the supply and demand is fairly well balanced. It's like the oil market, right? I mean, Saudi will reduce -- although at 90 million barrels a day, they'll reduce 1 barrel -- 1 million barrels, and suddenly, you'll see the price shots up. So it's a little bit like that.
I suppose China reduces its requirement by 10 gigawatt or 15 gigawatts, it's possible that the prices will moderate very, very quickly. But at this point in time, as we talk to the larger suppliers, all of them are saying that they expect the pricing to remain firm until the end of 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, I'll comment on seasonality and then turn it over to Bryan Hughes for comments on some of Barletta's projected financial contributions as we've communicated previously. We are very excited about Barletta being on our portfolio. We closed on that business early in our fiscal '22 year. So, about seven or eight weeks ago, and the team is energized.
The business remains very healthy. Obviously, you'll get more information in December when we communicate our Q1 fiscal '22 results, but backlogs are strong, retail is strong. They continue to take share. The seasonality of their business, candidly, right now, probably looks a lot like RVs because of the demand that they're seeing and the rate of growth in this sort of hyper demand environment, especially where in wholesale shipments are needed to meet rising demand from dealers for both retail and inventory, the wholesale shipment line, the seasonality is really sort of depressed across all of our businesses because of the high wholesale demand.
But they'll look a lot like other significant marine, especially pontoon cycles in the future. But for the next probably a couple of years, their high wholesale demand will dampen any real seasonality effects. Bryan, your thoughts on financial 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
 
So Andrew, Mike talked about pricing being a local subject, reopening is a local subject as well. But for the most part, most businesses are back. Certainly Canada is been a little slower to come back, because of vaccination rates and government effects impacts there, but nevertheless, in general, most businesses are back. Now, are they back at the levels that we think they will be in the future? No. And we're committed to helping them with our valuable products and services to help them be prepared as their employees come back and their customers come back, so they can be -- they can compete in the marketplace. So hopefully that helps.

    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, Jeff, this is Tim. Great question. I'll turn it over to our COO, Bill Grant, to provide the outlook where we're at, Bill?

    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
 
Very similar.

    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
 
Just to add to that, part of that has worked out well for us because were we play in the middle market, we will do the work to get close to and underwrite very thoroughly a business that's a bit on the smaller side and make a less substantial investment than what maybe some of the bigger BDCs would bother with. The benefit of that though is it allows us to get close to the company, do really thorough diligence, have real covenants in our structure. And then as those businesses grow, they can be a source of capital deployment for us and many of our debt best deals fall right into that category where we made a relatively small investment initially, and hopefully an equity co-investment. And then as the company's either acquisitive, or they need growth capital, we've been there to upsize our investment. And as we've grown our capacity to upsize our investment has also grown, which extends the duration of the debt, but also allows us to enjoy the lift in enterprise value, if we're co-investing in the equity. And that's something that we're intending to continue to do. And I think this quarter you can see some of the benefits of that, particularly in a handful of our portfolio companies that are performing quite 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. We see it that way. Yes.

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