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. I think the short answer is, again, we're very comfortable with the risk return profile of Agency MBS. But again, they've clearly appreciated. And so in light of that, in this kind of environment, we're operating toward the lower end of kind of our leverage range so that we would now normally operate in.
But we do expect volatility. We do expect there may be to be some false alarms around the taper tantrum we do expect at some point down the road of real tapering, obviously, but we think that's a fair amount further out. So as the opportunities present themselves, we have the -- plenty of dry powder. We're operating with more liquidity than we probably ever have in the history of the company.
Given the composition of our portfolio between pools and TBA, given Bethesda Securities and the advantages that presents. So we've got a lot of dry powder. We'll look at our opportunities within the agency sector, should they arise, and are certainly willing to dedicate more capital outside of our agency space. But as we've said, the tightening has kind of filtered through everywhere.
But hopefully, that helps.

    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
 
Thanks, Ally.

    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, that process, as I said, we're -- as part of the rate agreement that we had in with Massachusetts when the deal got approved, in September of this year, we'll be filing a report that identifies that. So I'd say it's a little premature to speculate on what that might look like in terms of sizing. We're certainly active in terms of looking at that right now. I'd say that we've not been -- there's been no surprises in terms of taking the keys. We did it all remotely in a COVID environment, but we did a very in-depth due diligence job. So no surprises there, but I'd say we're just not at the final stages of that assessment so that I could give you a good answer.

    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. If you look at it, I mean, the biggest laggard in the portfolios on the landfill tonnage side, we're running at, let's say, 93% of expected run rate. We're running close to 100% of expected run rate on the temporary roll-off side and we're running about 95% to 96% expected run rate on commercial. So that's definitely the laggard and as Ed pointed out there's a lot of leverage on the landfill side to margins 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
 
You bet. Thank you, Ken. 

    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're optimistic that over time we'll get those plants restarted, we've put a little bit in our 5-year outlook, but certainly not full rates for those two sites.

    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, Saul. I'll have a little bit of a go at it and then hand to Rob Douglas, our COO, beside me here to provide more detail. Look, as I said, there was some modest sales of ventilators in Western and Northern Europe during the quarter. That will flow into the devices number at plus 10% their constant currency and then the marks at plus 12% constant currency.
Again, this is Europe, Asia, and the whole entire rest of world. So we're talking 135-plus countries. And so, Rob, do you want to have a go at summarizing that are for sale singly?

    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'll finish with the conclusion and then back it up and fill in the reasoning. We really see the Mid-Continent as a sustaining ongoing part of our portfolio. We like the geographic diversity. We like the commodity diversity. We like the market diversity. We've never chosen to be a one basin, one commodity company. And particularly with the demands on Shale 3.0 that I talked about in my introductory remarks, we see the diversity of our portfolio as a key element of our sustainability of returning cash to our owners.
But the reason that we're going to 0 rigs in Mid-Continent is we've got a project that we're finishing up that is really a seminal test of some new ideas, some new completions that we are wholly excited about, and we'd like to watch the flowback before we decide what next. We have a strong portfolio of opportunities in the Mid-Continent that compete heads up on a return basis with the Delaware Basin. So don't misinterpret rig count for enthusiasm. John, you want to say anything about 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
 
This is Andrew Cantor. Year-to-date, we've closed on three new DCP deals and acquired two of the historical deals. We continue to underwrite numerous transactions that meet both our market and our underwriting standards. At this time, we are seeing additional competition. We're working on several additional underwritings right now and hope to have some additional transactions to announce in the near 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
 
Yes. As you know, that's not an exact science to predict how exactly what the terms are going to be in any given quarter. It could go down a 10th here or there, whatever, I wouldn't be surprised about that. My comments here is just -- I just a material quarter-over-quarter change. Now it's a little bit different in Q1 when Fed pops up and they have a lot of one-year deals. So take that out of the equation, but I just don't see any rapid decline in terms and again I -- we'll see how it plays out over the next couple of years. 2.8 years, 3.0 years are somewhere in that range. I think as we have more time and reps have more discussions with customers. We are naturally going to try to move them from five to three or shorter. So I think that occurs naturally over time. But I -- it's not my assumption that we stay here at 3.3 years and we don't move any further. I just don't think it's a rapid decline.

    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 -- Brian, thanks for the question. Yes, that's the total portfolio. So $100 million in the back half of the year, $35 million of that is renovations at some of the full-service hotels; the three specific assets that we've been putting significant capital into their repositioning. About $50 million of that is maintenance capex and we still have some carryover of the conversion costs based on delays of getting some of those projects done.

    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. That's correct. That was SG&A.

    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 on an overall we start at the top, overall, for the company as a whole, it was about a 1% positive impact on the core sales growth. It had a stronger impact on food and beverage which is about 6% positive of the 14% positive. And then it was less than a percent positive on beauty and home. So about a half a percent offering.

    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 Jeff.

    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 feel really good about our funnel rig. Now, I think, our focus right now is just to keep the funnel going, but it's really -- our internal focus is on the integration of the two deals we did. We're going to make sure that they're good and well embedded before we move on to the next acquisition.

    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
 
The customers looking for more modern solutions and adopting them quickly has been quite high in the hospitality industry as well, especially in the gaming and resort segments that we have. Managed foodservice providers obviously need people to come back work from home. So there, they are not looking for anything new, and therefore, I can't comment on the adoption rate. But the two markets that are doing well for us gaming and resorts, they are looking for more modern cloud-native applications that come well integrated with each other, which is why our deal size has increased, that expectation is high in those industries and once they make their decision, they are also adopting it fairly quickly as well.

    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
 
You were breaking up a little bit Marla, but I think you're asking whether we've seen a change in the market just in the last month or two, since the -- the last month since the quarter closed, is that right?

    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
 
Again, the redevelopment leases that we signed in San Diego are not in that category. So those are the leases in our stabilized portfolio. So when you add in the leases that are not in that category, it's 9.5 year average.

    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're doing pretty well. We're getting better and better at dialing in our factories, given some of the restrictions. You know, who knows where these restrictions will go. I suspect that they will start to ease as globally the pandemic starts to wane, but we don't know that for sure. But fundamentally, we're doing a good job. We are looking at growth in this business and we had growth in the 4th quarter. So it's, we're really happy with how the business and our Spa business in general has responded.

    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
 
It's a high margin. It's a high margin. There's no question about it. I mean it's -- but then again, I look at Roto-Rooter's margin, it's almost 27%. If you'd asked me a couple of years ago, whether that was even possible, I would have said no. So we're -- it's proven difficult for us to predict margin just because everybody thinks they're doing as well as they can, and just seemingly, both companies have had big improvements almost quarter-over-quarter.

    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, Michael. This is Navdeep. I think there are two things, I would say to that. First of all, like -- we are working through on our long-term guidance. Having said that, what we feel internally very confident that our business has significantly baselined higher than where 2019 was. So if you think about the athlete demand, the capabilities that we have talked about, as well as the profitability of the e-com business is at a whole different level. So, that's where we feel very confident that the business has significantly baselined much much, much higher than where it was back even in 2019. So, we'll continue to provide more guidance, but we feel very confident about that.

    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
 
You mean from just core customers coming to us that differently are trying to use space because of maybe keeping goods at more immediate availability?

    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. Gravity is more for industrial customers, Steven. On the automotive side, I think the primary pivot that could create an opportunity here is sort of the developments around ADAS processor test, which embeds requirements for active thermal management of power dissipative devices. I'm talking here devices that will dissipate 10 watts and above during test on a single site, and you're testing the multi-site. That probably creates the greater opportunity for some changes, new technologies and, frankly, very complex technologies on the handler side.

    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're looking at the opportunity right now with our water filtration business in the lithium-ion battery space. And so it's early days looking at it, and we're working with some partners as well to understand the opportunity. I don't know that we would do an investment in an area outside of our current technology fleet to take advantage of that right now.
We'll continue to study and see if that's the right decision. We've got actually capacity constraints that we're butting up against in the water business, too. So we're studying some high-return water capacity expansion efforts. Right now, I'm actually on my way to Minnesota on Thursday to look at our current operations to understand what the opportunity is.
So we're aware of the potential opportunity landscape, and we'll continue to study 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
 
I'm getting there as fast as I thought I would. So all-in-all, at the end of the quarter, we had about $1 billion in deposits related to PPP. What I commented on is in round one, about $610 million are on the books; and from round two, about $450 million. Of the remaining round one deposits that represents about a 55% retention rate of those deposits. But when you break it down a little further on the credits originations that exceeded $0.5 million initially that retention rate is closer to 70%. And obviously, all those round two were done in the quarter. So there's no retention data 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
 
That's pre-history.

    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
 
Look, Amit, I think this is why -- so Amit, by the way, thanks for being on the call. And let me try the question this way. For the partnerships, we've had, we actually got into a pretty stable funding and a pretty stable pipeline that's predictable for development. I think what you're going to see is some expansion around that.
And from a return perspective, we haven't really shared publicly, but we're generating about 10 times on our money for the molecules that we've put into these agreements with these partners, 10 times return on our money over what is probably a three to five year period depending on molecule. So we think that's not bad. It's obviously not as good as we're getting into the consumer side and the consumer side, look some of these recent acquisitions. I mean, we are getting significant returns fast because I think we're buying right, and we're buying interesting brands that are really having a lot of traction with the consumer And we like

    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 Alain, if you could address the transactions and Todd on the run rate?

    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
 
Right. Quote activity has definitely picked up. We have also noticed kind of a lengthening between quote to conversion, I think that there's pent-up demand and there's some release relative to projects, and people are getting the quotes and refreshing quotes. And we're waiting for those to convert to orders.
But we've definitely seen a little expansion in that quote-to-conversion time. But the good news also is we're seeing a very good uptake in the customers that do end up quoting with us, the number that actually convert to orders so that's been very positive. Generally, as you saw in the release this morning, Q2 over Q1, we've had sequential improvement. We expect that to remain in Q3.
So we're looking for improvement in Q3 over Q2. How March ends up breaking out? I can't tell you right now. But based on our quote activity and based on the projects we see on the chalkboard, so to speak, we're very encouraged about robust March. Because of our quote-to-order-to-shipment cycle, we didn't see a lot of impact from COVID in March of last year minus our distribution business.
Atlas did feel it a little bit quicker, but we believe that even though we didn't feel a lot of impact, we should do very well on a year-over-year comparative coming into Q3 and into March.

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