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
 
Thank you. Thanks for taking the question. I think primarily for Chuck. Chuck, you've got -- done a great job getting the leverage down since the Finisar acquisition and that gives you a lot of flexibility.
I'm just wondering, do you see a need to further consolidate the market, either be it for new platforms or certain end markets where you have better -- you can get greater -- greater benefits from scale compared to what you have today? Just want to get your thoughts on that. Thank you.

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

    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. Hi, Jeff, it's John. Typically, for suppliers in this part of the food chain critical subsystems, we tend to overperform during the ramps, and we tend to underperform when the ramps turn. And so that's really a question of when you think the ramp -- the thing will turn. And I know there's a lot of talk about people trying to call the peak right now, which we're not going to. I would say though that we're still very confident in our long-term model, as we talked about at Analyst Day which is our historic 200 basis points above WFE CAGR over the long term. And so that model is still very much intact.

    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
 
There's a little bit of that, but it's primarily the mix as I've stated. And again, it's not space by spreads.

    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, where we sit right now, we're fairly confident. But like we said, the rent support we've been giving to the small subset of operators has been constant for the past three quarters. And although there are labor pressures, some operators are able to pass-through rent increases that are helping that. The government has given more support as Wendy and Clint talked about. So where we sit right now, we're fairly confident. But the world is ever-changing, and there are a lot of unknown things that could crop up. So I'm sorry if I sound like I'm hedging my bet, but I just don't -- my crystal ball is very opaque right now. But where we sit right now with all of the knowns, fairly confident.

    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 that's pretty confidential, Doug. We would have to talk to you offline on that.

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

    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, it's Peter here. That's a good question. We actually have various situations. Generally speaking, we address our roll-offs along the lines of Graham has been mentioned, the strategic requirements of our customers. What you see in the market today is an ability to access longer-term durations against this high demand for tonnage. And that's exactly what we're doing. Nonetheless, dealing with our customers day in, day out, we're achieving multiyear charter periods.

    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 and good morning. So just going back to the acquisition questions. Are you finding that your bull's eye for the types of assets -- and investment-grade is probably not still at all the same, right? There's probably even a range within that. Are you having to move your bull's eye at all because of the competitive pressures, or are you still signing all the deals that are typically what you would want to own?

    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. Bill, in your prepared remarks, you talked about a number of renewals that you've done on the leasing side. Were those all '21 or were some of those '22 expirations? And then, can you talk about what the leasing spread was on those renewals?

    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. Hi, Stephan, Bob and Matt. So firstly, I want to touch basically a little bit on personal care. I think you mentioned that the core sales growth year on year was 2%. And if I remember correctly last year, you're still competing against. Well, you should have been competing this year against the destocking you saw? And I'm wondering if that 2% growth shows that there's a deceleration in personal care demand 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 think the main driver is the former. And really, it's driven by I guess, Robert, the constant look at the portfolio and whether or not we can monetize assets at a superior value, as you've seen. I mean, I think the bigger picture we're generally happy with our asset mix, certainly, the commercial structure that underpins them. We have very little G&P exposure now.
We see ample conventional runway in those businesses. And as I just went through, the businesses support our strategic actions to support the transition. We look at every possible opportunity to release value. I think we've proven that we'll take action.
I think over the last three years, it's been about $9 billion of assets and with this latest one Noverco as well. So we'd certainly consider looking at other things if we received full -- more than full value for them. So it's going to be opportunistic. As Colin pointed out, the balance sheet is in very good shape.
So it will be selective monetization to generate value where we can on a, I guess, a specific basis when we see those opportunities.

    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
 
Because obviously, as we've always said, the revenue fluctuates based on pricing and our focus is to have delivered gross profit above general economic indices and as well as EBITDA.

    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 on an annualized basis, John.

    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. You bet, John. This is Randy. Right now, we are seeing anecdotal comments around sticker shock and somebody that maybe hasn't bought a Pivot for a year or two years, so there's some comments on sticker shocker. Some external market surveys talking about input costs on fertilizer and tractors and almost everything that our customers are buying today obviously have been impacted by inflation. But when you look at the return on investment of a piece of irrigation equipment, the payback generated right now fortunately we're seeing the linear trend in cost increases matched by the linear trend in commodity prices. So from an income perspective, the relative payback on a pivot hasn't moved significantly. So while there's still some sticker shock, we haven't seen customers exit the market at this point and we don't think that that will have a significant headwind impact on volume demand provided we continue to see strong farm income support.

    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, Ryan, what we've got is early information from a claims and revenue perspective. We're going to be getting a lot more information here in the next month or two. So I think it's really sort of better visibility on that, which would be the biggest driver that would drive it there.
And then I think there's also just this seasonal progression that Tim talked about in his remarks, in which direct contracting will sort of follow the same path as MA, in which you see lower medical margin and therefore, obviously, lower overall EBITDA in the back half 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
 
Absolutely. We see a lot of opportunity for organic investment in that market. You recall a year ago, we announced the Unison deal. That was a meaningful investment. That's tracking right where we expected. There are other programs that we've announced since then and other things that are in the pipeline. Some of them require capital; some of them do not. But we are very excited about the position we occupy in the distribution space because unlike a couple of our larger competitors, at this point we've got a balance sheet that we can put to work and it's our core focus.

    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 first of all, in terms of the increase, we actually had the number of parts in the second quarter decrease in terms of what was available in the market but the prices were higher. So we were paying a higher premium on the open-market purchases in the second quarter as compared to the first. And so that is in line with what Jerome just mentioned. We see that diminishing as we go forward. On the surcharges that are the temporary increases that we are discussing with some of the suppliers, we do expect that we will recover most of that from our customers as we go forward here.

    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, look, I think, I'd love to be my own rating, I'd probably would rate as a little bit differently, we currently are, but they won't let me do those things. But certainly, I would argue that we do some rerating. As far as investment grade, I don't think there is any strategic reason why we need to be investment grade. So, but, certainly we think our current ratings just probably needs a little bit award.

    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, certainly. So we won't speak to any specific transactions individually. But what we would say is we have a domestic team in India, fully integrated, that conducts all our due diligence whenever we pursue acquisitions in that market. And up until the recent ramp-up, the recent escalation of COVID in that region, that team was actively doing due diligence and pursuing opportunities in that space.
And we would very much expect them to restart those activities when they can be done on a safe basis. What I would say is, when it comes to us and our capital deployment strategy, we take a long-term view. These are long-term investments. These are long-term assets.
Any disruption by COVID is not going to change our long-term view of the attractiveness of that market, but rather is only going to change our time lines because our priority in a situation like this one is the safety of our people. But I would say that the current COVID situation is not going to change our long-term ambitions in the country.

    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. I was wondering could you talk about -- you mentioned the loan pipelines are very strong. I'm just wondering can you talk about what you're hearing from your customers about making investments and versus kind of the appetite to drawdown on lines of credit versus using that excess liquidity and maybe delaying line drawdowns?

    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, Mitch, say that one more time.

    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. Jeff, I really wanted to follow-up on the comments you just made. It seems like your inventories are tight in terms of units because of all these production complications. Do you have line of sight as to when you'll have your inventories and unit terms back where you want them? And what's the plan to offset these production difficulties?

    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, Alex. 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
 
Hey, guys. Thanks for taking the question. Toby, you mentioned the importance of getting MVP online, just curious what's your view of supply versus takeaway is say in a couple years? In fact that pipe does not enter service, what that can mean for basic differentials, especially in the shoulder months? And how that would impact your strategy, if at all.

    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. Sure. Go ahead, Stephen.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. So another good question. Digital is absolutely being utilized within Newport News and building a CVN 80, and it'll -- it's preparing for utilization on the Columbia class. So it's absolutely an investment we're making. It's paying off the craft and the trades like the new product, and we're hoping for really great things to come from 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
 
When you talk about normalization of demand, we had demand which was higher than expected especially late last year and early this year, when we see the demand in Brazil for the fourth quarter of last year and first two quarters of this year, until April, May, you had inventories being rebuilt in a change in consumption patterns that led to a higher demand across those three quarters.
Now as we reach Q3, Q3 this year, we see lower demand than in Q2, our sales increased. As Rosana mentioned, we had a production shutdown. But our sales went up but the demand in the Brazilian market resumed what I'd call normal levels. It continues to grow, but at a lower pace, more fitting to what the market is used to. But if we have a demand disruption in Brazil, driven by some macroeconomic effect, we will have a curve of foreign exchange devaluation which could be beneficial for the company. Braskem is a company that improves significantly when there is foreign exchange deval, so we have a natural hedge vis-a-vis the political/economic conditions or situation in Brazil.

    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
 
No. That's a good question. And Rich and Martin worked together, and Rich was kind of the architect behind this. So we'll let him take a crack at this.

    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. Thank you for taking my question. Just a couple from me. The first is on the solar SolarWinds impact. You mentioning sort of the rising priority of VM. Can you maybe talk a little bit about for -- to -- for a meet, to what degree -- is it maybe starting to influence pipeline or perhaps getting brought up in customer conversations? And then I have a follow-up.

    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, it's a very fair question. I mean, the first thing we will have is -- or we expect to have is a fair amount of liquidity on our revolver post our redetermination. So that's one use of capital. And as we've shown in the past, we're not afraid to use equity to acquire assets.
Really, at the end of the day, we're trying to analyze whether or not the acquisition is accretive to the intrinsic value per share for our shareholders. And so if we think it is, we're gonna do the deal. And if it's not, then we won't. And it's really kind of a relative value proposition there.
So we are, again, not afraid to issue equity, but certainly think that at the moment, we are over equitized, and we're comfortable with a little bit more debt on the balance sheet probably just given that. As we stated in the press release, we anticipate year-end leverage at the end of 2021 to be sub-half a turn. And we would anticipate, assuming we do no new deals, being debt-free by Q3 of next year and then a net cash position. So we're in a really good spot, given our liquidity profile to execute on further incremental acquisitions.

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