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
 
No, I know, we're a little below guidance on LOE for the quarter. It can get a little bit lumpy at some -- sometimes they're just workover activity, etcetera. But no, we wouldn't expect any big tick-ups and we'll be back next quarter and that's one of those things that if it continues to trend this way, we'll probably just guidance down a little bit on LOE.

    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 one question for me. Tom, last few quarters, the smaller markets have really outperformed your larger metros. Are you seeing notable -- the same notable in-migration trends in the Alabamas and Memphis, Greenville? Or is this just more of a factor of more supply hitting the larger metros a little harder?

    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. Look, Jason, we've always had transformational M&A in our strategy. We continue to look for opportunities that bring us a new capability or a new service in existing market or adjacencies. The team is doing an excellent job of delivering new product out of our engineering group. And you're seeing the results of that contribute to our accelerated revenue growth.
Will we do additional M&A in the future? Absolutely. Things are expensive. Right now, we continue to see the intrinsic value of our stock is undervalued. And so obviously, we're very focused on share buybacks and deploying free cash flow in that manner, but we're not opposed to doing M&A activity if it fits our strategy and fills in a gap in our overall capability.
Right now, we feel very good about our competitive position of product set. You're seeing it come through in our sales results. I mean, second quarter was the largest sales record for us across the board, across Capital Markets, across Banking, across Merchant. We hit record numbers for that from a sales and in an existing quarter.
So we feel really good about the strength of our position and where we're -- the demand for our products and services in market, but M&A will always continue to be something that we evaluate and look at. And if it makes sense, then we'll execute.

    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
 
Net EAC is year-over-year. Yes.

    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. Hey, good afternoon, everyone. Just when thinking about your price elasticity of demand. So recognizing the unit pressures you're talking about with inventory, can you just talk about maybe the opportunity or order of magnitude for potential pricing you see. And then Matt anyway just to parse out the change in wholesale performance this quarter between the undifferentiated partners and then the strategic partners that you're continuing to support? Thanks.

    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, sir.

    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. Yes, we anticipate that after the construction of other 18,000 5G base stations, it will achieve a population coverage rate of 90%. I'm sure if I answer your question.

    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 see it as a means to execute on the strategy in a shorter distance. So in the case of VoiceBase and Tenfold, we get a technology acquisitions that will accelerate our going into the voice AI space. e-bot seven is more about we want more feet on the street and capacity in Europe, and we know it's a big market. So we keep looking at sort of those two continuums of technology and feet on the street. I wouldn't expect a giant acquisition. We don't need -- we built everything ourselves that we need, and we're filling in some of the pieces to accelerate our go-to-market, but we're not looking to do anything like a big step change in acquisitions, but we're using it to just accelerate what we already are doing organically..

    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, Jay.

    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
 
Andrew, this is Ajay. Thank you for the question. I'll take that. Listen, before I answer that, I do want to note that we are not providing guidance for 2022 today.
Now having said that, the environment remains incredibly dynamic. And as a company, we are focused on a couple of things. First, demand is strong, and we are doing everything possible to maintain supply to our customers and consumers. We have done that throughout last year and this year through COVID and through the dynamics here.
And secondly, our pricing program is ramping up. As I noted in my prepared remarks, that's working. And third, Dylan outlined in his remarks that we are executing on our long-term strategies. And to answer your gross margin question specifically, if I look at these focus areas, they are all delivering for us, pricing, trade optimization, productivity, everything that we talked about when we went public, they're all coming through for us.
So based on what we know today about inflation, about the environment, and all of these things delivering for us, I do believe that we will cover inflation and gross margins in '22 should not contract. I'll remind you that transportation costs are fluid and they are in SG&A for us. So again, we are talking about gross margins, and we are not providing guidance for next year at this point, but I do believe that they won't contract.

    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, everyone. Thanks for taking my questions. Two from us on YUPELRI. Just I assume that you are co-promoting the drug in various settings, I am wondering if the -- your guidance, your 2022 guidance sort of reflects or gives you flexibility to sort of potentially increase investment there or increase capital in that direction just potentially continue to drive sales whether it be expansion of sales force or something like that? And then secondly, more on -- and sorry, if I missed this earlier, but in the past, we have given some metrics around HEP interactions and in-person interactions, but just curious if those were up 3Q relative to 2Q? 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
 
Sure. Why don't I start that. There are some improvements in ceding commissions, I would not say significant, at least in the portfolio that we write, call it, point-ish roughly in terms of how we look at the improvements there. The more significant improvement that we're seeing relative to margin expansion is really in the underlying business, maybe some terms as well, but for the most part, the lift we're seeing in the rate there.

    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, Alex, just to be clear, when we write it off, it means it's more probable than not -- it's less probable than not. Or did I say 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
 
I think for '22, no. I think the focus is really going to be on ramping that up inside of our factory and getting all of that moving. And we've got quite a number of long-term agreements that we have with a variety of different semiconductor players. We've announced many of those.
I think we've said previously that something like three quarters of our materials business is subject to these long-term agreements. We've expanded and extended one of them a while ago with ST. And then more recently, we've expanded and extended another one of these as well. So what I would say is the materials customers are really in a variety of different stages in terms of where they're at from an R&D perspective, where they're at from a ramp perspective.
And so I think at this point, they're sort of absorbing the ramp at 150.

    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
 
Sorry about the-are you talking-are you referring to the ovarian study?

    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 we manage our opex side there quite well during these times, but there have been additional costs on time-related to crew changes in a particular. So and these crew change stories are still a very big challenge for the industry. I think every shipowner has got crew that is staying on board longer than we originally normally planned or had to take some time and deviations into ports recruiting crew changes is possible. And depends on nationalities.
So it's still a very very difficult task. And hats off to the guys we have at the -- are running are crewing. So there's marginal cost, but that's what you see Laila addressed. We have 7,800 year-to-date on our opex side and that includes all the overhead cost of the shore-based staff, as well related to the technical department essentially.
So I think that's still a very good number.

    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. Good question, Jordan. It's mainly due to just lower occupancy in the building. So right now, we're seeing 140 basis points below -- we were 1,400 basis points below where we were pre-COVID on the occupancy front.
So you've just got substantially lower number of residents in the building. So if you run a kind of historical churn levels, it obviously changes occupancy builds, and then move-outs start to kind of match historical levels. But as historical churn levels, you should be running at around 80% of kind of indexed historical levels of move-outs. If that gets elevated a bit, we've talked about this from a higher acuity resident moving in during COVID.
That probably moves to mid to upper 80s. But that can stay, I think, pretty consistent through the recovery. It is tough looking at the last kind of 6 months ticking through what has been natural move-outs and what's been really -- certainly a spike we've seen from COVID in the December, January, February period. I think what you're starting to see in March is a return to that kind of 80% level that we would expect.
Again, giving historical type of churn. But it's certainly something we're watching pretty closely. But from just a level of kind of the comment I made last quarter was from a level of occupancy in the buildings. That move-out percentage, getting back to historical levels of 2019 levels of move-ins, you can drive 80, 90 basis points a month in occupancy by just getting back there because the move-outs are going to be lower, purely mathematically based off the occupancy level.

    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, Casey.

    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
 
Bob, he's so emotional about it he gets choked up, you have to forgive him.

    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
 
This is Wayne. That's a good question. No, you heard it correctly. Those are single-site facilities that we have around $225 million in the pipeline under LOI currently. Obviously, we continue to look at more facilities than just that. We continue to look at platform assets. But at this point, under LOI, it's a single-site facility.

    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. Thanks, Dan. I think the raw material supply chain will probably be the largest short-term driver for the industry and specifically for us. As we look many of the supply are of our supply partners are dealing with production challenges themselves. So they're going out and putting allocations in place. So certain critical raw material supplies that we've got, they said, will give you an increase year-over-year. However, that increase year-over-year would mean a roughly a 20% reduction to where we were in the fourth quarter.
So we've got a problem solved to either get substitute materials, which we're working through, but I think those supply chain allocations that were given on several components are going to create challenges as we work through the year. So if we can find substitute products and/or materials for some of those categories, then hopefully we can -- we can maintain certain levels of production. But it's really supply allocation that is the larger issue today. Other than just confronting the day-to-day challenges of short-term supply issues in two-part adhesives, PVC, fiberglass tubs, insulation.
I think it's -- today it's a very volatile situation. The team has done an exceptional job managing through that, thus far. But I think the larger allocation issues will be the driver of volumes this year.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Well, so there really -- there is no typical quarter, I think. We're pleased with the quarter. We're pleased with year to date. There's always going to be fluctuation quarter to quarter.
If you think about Q3 flow-through, there are really three significant dynamics. The first is that we're anniversary-ing significant COVID-related compensation and benefits from last year. But recall that we reinvested a good bit of that in the form of permanent wage increases at the end of last year. The second dynamic is just the comparison between ticket and transaction comp.
When ticket comp is higher than transaction because our payroll model is activity-based, you're going to see more leverage than when you see in the converse when transaction outpaces ticket. So we saw a leverage benefit there. And then finally, to a much lesser degree, as Craig said, we've hired a lot of people this year and feel great about how our stores are operating. We at the same time, probably could have seen staffing a little higher if we had, had our preference.
And we'll continue to work on that.

    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.

    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. I mean I would hate to look into the crystal ball and try and give a date to that. We are seeing it really week over week, and in some ways, we track this data daily. So day-over-day improvement. And what I would really look at is -- again, even this is a little bit geographic based. And in the data we put out there previously in the Southeastern states where we have -- more than half of our business is located, it had gotten up to four percent, and that's now down to 1.7 percent as of two days ago. So as those states continue to come down, that drives the overall number down.
But we were back well under one percent back in Q2, Bill. So I mean, I do expect and have kind of line of sight that we'll get back there, hopefully here in the coming weeks or next month or so, barring no additional kind of spikes or anything. But I'm very encouraged. We put some good data out there in our deck on the COVID cases in all the markets we serve, and they have really come down over this last month, and that will be a direct contributor to bringing that number down as well.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah, so we historically, if you look at our leasing activity, this year, we signed, let me see, about 900, almost a million square feet. So we're very comfortable with the level of leases, we have expiring in 2021, which is about 800,000. So historically, we've done that level. We do have on the month-to-month side. I'm going to -- I don't have a number there, Craig, it's a small amount of the square feet. We typically, roll tenants over. When they go to month-to-month, we roll them over to the leases. So we don't have a significant amount on month-to-month leases in that. We're also very comfortable with that. And then, if you look at the square foot price of those leases around $17, so a little below our portfolio. So, very comfortable in our lease role, very comfortable in the leases that are maturing in the next 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
 
Well, we've definitely seen the top quartile come down as well, and I think it speaks to a couple of things. One is I think the performance, if you go back, was pretty unsustainably strong, and virtually all of your products were outperforming at a large percentage or in the top quartile. What I would say is the market environment over -- certainly the last year and over the last few years, we've had a very, very strong backdrop to the market. Our investment style is generally investing in higher quality businesses with high ROEs trading at reasonable valuations.
And the market has gone up, and we've seen a lot of speculative parts of the market outperform. And so we're not surprised by the relative performance given what the market has done. We think that clients put us on the platforms because they understand our investment process, they understand when we'll perform well in their market environments that are more challenged. And what we haven't seen is that slight decline in performance have any impact on our relative flows.

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