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
 
Yes. So we'll come out with the dividend guidance and all of that once we close the Rhode Island transaction, right? At that point in time, we'll be able to come out with our earnings guidance, what the growth rate -- narrow the range on the growth rate for earnings. As we've indicated, we expect once we adjust the dividend to a targeted payout of around 60% to 65%. We would expect to grow that going forward in line with our earnings.
And all of that will be communicated once we close the Rhode Island transaction.

    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
 
Thank you for taking my question. I was curious, how is your kind of visibility for Q4 as you kind of stand today versus what it is usually? And if you could give us some color by end market in terms of what is in your assumption for Q3 and the second half, that would be very helpful.

    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'll let Roger comment. I think, the only comment I'd make with regard to that is, we've had a focused effort over the last few years to make sure we had a process within the company for kind of optimizing our approach to satisfy the require -- satisfying the requirements for energy certificates in France. And I think, some of what we're seeing this quarter and last year as well kind of shows the -- that focus, but I'll let Roger provide the details 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
 
Well, I think we highlighted -- yeah, go ahead -- go ahead Kyle, if you want to add to 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
 
We look at absolutely everything, Sam. We have a record of being highly disciplined. But a lot of this is based on what's in the market at a certain time. So the ability in the 14 additional geographies that we got with the G4S acquisition to do bolt-ons in our core business is something that we're exploring. But none of these are really going to be large deals. But you could expect some transactions in the future in the new geographies.
To accelerate the growth and the impact and the timing of our 2.0 initiative, we're also looking at potential acquisitions there. But again, we're highly cognizant of Brink's multiple in the multiple that some of these more finserv -- fiserv acquisitions have make a lot of acquisitions in that space, highly challenging to be accretive and we do focus on our shareholders and the returns. So you're probably going to see a lot of continued organic growth. But our eyes and ears are open and we do look at a lot of different things.

    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. Thanks for the question. We think moving forward the trial is going to have to be longer, because we would expect the functional assessment to be the primary efficacy endpoint. In this case, the Phase 1b study, we are really looking at the proof-of-concept here does activation of some of beta receptor provide reduction in very long-chain fatty acids presumably through up regulation of ABCD2.
And we wanted to dose for a long enough time to ensure that that up regulations had occurred. And so we though about 28 days, we thought about 42 days, but it seems like when we look at other lipids, those reductions happen pretty quick and so we thought that we could evaluate for 28 days and get a good handle on whether or not we are seeing an effect.

    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 guys. I'll just keep it quick. On the IoT platform, just more existential question on like, whose domain is this? Because like right now the equipment providers are coming out with technologies like this, like yourselves, the automation providers have it themselves, there's third-party companies that come in with sensors that can go on anyone's equipment and they can pull data, too. So like what do customers want? Who do they want to actually do this? And like what are you hearing in terms of feedback on that? Like who should be the one that actually builds this then?

    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
 
Actually I'm looking at Andrew who always wants to ask me for aircraft. But keep in mind over the last few years, we've taken 20 some-odd widebody aircraft. We haven't retired any. We have a lot of widebody aircraft. Andrew just talked about that. And so the focus right now is really on the narrow body. And Andrew can provide some color, but I can tell you that it really depends on both the speed of recovery throughout the world and then the opportunities that Andrew and [Technical 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
 
Correct. That is correct.

    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. Totally clear. And the other point is, really, in a lot of ways, all this is up to the passengers, right, is if the passengers express a preference for airlines that have free WiFi and the airline and some airlines have free WiFi and can leverage that preference in a way that's more profitable, that's what will cause, that's what will drive the adoption of free WiFi, right? That's what's really that issue. And we've worked with airlines that have been able to do that and to do it in a way that's economically profitable for them.
But it's -- I would say, it's a tricky thing to do, and it will evolve as airlines compete with each other. So we're going to take our lead from what the airlines do. What we think is we're learning a lot and that we can offer suggestions to the airlines that will help them drive passenger engagement at lower cost to themselves or even in a way that drives enhanced revenue. But it's -- and the point is the way we've been able to do that is through the same argument that I just described before, which is high productivity, which means that we can give them a lot of bandwidth value.
And those are the ingredients, and now we have to see how the market responds.

    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
 
We're getting there. As I think I pointed out and Amy pointed out, there is still a disconnect between the public markets and the private markets for a variety of reasons that I can get into later. I'd not call it a seller's market may be in some select the areas. And secondly, notwithstanding my enthusiasm for our Street retail portfolio and its recovery let's also realize we're still climbing out of a global pandemic that hit us hard and thank goodness for the diversification we had within our core competencies of long-term stable leases with target with strong suburban assets. So, we're certainly considering everything Todd. But I don't think you should expect a huge calling until the private markets catch up with the public, which will happen but it may take a year or two.

    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, Alan

    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, Richard will take that one.

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I think that one of the things that we did take a look at going into the budgeting process with the management team over at Safe Harbor is that we did allocate properly for minimum wage and pricing pressure on labor. So, we feel pretty comfortable that all built into everything in the Safe Harbor budget, which we're very pleased that they were able to exceed this past quarter on strong growth drivers. There is no doubt on the material side for homebuilding, lumber, steel, other products have been under pricing pressure for over 12 to 18 months now.
So, we're seeing small incremental price increases on the homes being delivered for our manufactured housing communities. But I think they are smaller in nature than what site build is experiencing right now and perhaps might continue to give us at Sun Communities a little bit of an edge against increases in the site build housing and make the manufactured housing even more obtainable and affordable to many customers out there. So, it could be a positive trend for us.

    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
 
Hello, Steve.

    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, we'll see a little bit of travel, although most of that shows up in opex. I think we do have COVID. I'd say, everybody was hoping this COVID would go away. And it's just not going away, and you're seeing it in freight, and we're definitely seeing it in couple of the orders in Malaysia and a few even the Delta variant in the states here.
But -- so that's sort of an unknown. We're sort of just projecting that that's going to impact us in a similar fashion going forward. So that's a little bit of a headwind. I think looking at product mix for us, we'll expect gas to bump up a little bit.
But I really do think in the components business and in the machining business, in particular, you will see continuing share gains there and continuing improvements in the margin profile. So we're -- you put all that together, and we've said 20 basis points. We did have an acceleration this quarter. I'm hoping that we get into Q4 and beyond, and we can get kind of back on that train as we kind of go into the early part of '22.
But we're definitely, I think, very optimistic, as Jeff mentioned, on some of the new qualifications and things and where we're adding capacity. And that's all starting to come online. That will put us in a good position.

    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
 
Yup, you're welcome.

    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. Certainly, Mark. On the -- from a core margin standpoint, we do expect the margin to continue to improve on a core basis, simply because we still have liabilities repricing lower. So, I do expect the core margin to be probably flat with this quarter's margin for the first quarter before the benefits of PPP forgiveness. So, that's something to take away from. And we do expect PPP forgiveness to be pretty robust in the first two quarters of 2021.
Outside of that is -- as far as expenses go, I would say nothing in particular on the expense side, we're -- there is no major programs to save the expenses in that sense, and we're being very careful in what we continue to invest in and our strategies there.

    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, Duane.

    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
 
Our principle is we only raise the price to reflect our cost increase. Okay? So when our vendor raised the price for wafer fab or building material, we increased our ASP to reflect that cost increase. But majority of our gross margin improvement is not coming from the ASP increase. It is coming from our manufacturing efficiency and our product mix. And when you look at the manufacturing efficiency, when we consolidated AOC at 1Q this year, our GP went down 300 basis points. And this is because the manufacturing efficiency is not as great as Diodes.
But then after we take over, you can see our second quarter growth 270% basis points, our third quarter grew 210 basis points. It's all due to manufacturing efficiency and product mix. Because from a product mix point of view, is that we grow much more in automotive area. And I already mentioned, 30% -- 30% CAGR, and that gives you a much better gross margin. But manufacturing efficiency, I think even though the OSC manufacturing, we have loaded, and we are now get to about the LSC, one of the fabs, is 91% in the fourth, in the third quarter. So those is really adding to the improvement of the gross margin?

    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
 
Based upon what we've seen, and I think it's pretty consistent with our comments on previous quarters, we think this AFFO trend is going to continue. And at a certain point, we are going to revisit the dividend distribution amounts and then fairly soon, and I mean that within the next 12 to 24 months, that's kind of the direction it's headed.

    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. So let me just put it into a couple of categories and put it into some context as well. I think as we look back on 2020, our first half of the year was really spent kind of readjusting our cost structure for a lower demand environment. A lot of those decisions we made really by the July time frame.
As we got further into the year and got closer to the fourth quarter, we began to see sort of how the recovery was likely to take shape. And we also began to get a lot more confident around the resiliency of our business model, the performance of our brands, particularly what we are seeing on new conversions. And so we decided to accelerate a number of things. I would put them in maybe four categories.
The first is new brand prototypes. So again reinvesting back in to the future of our product portfolio. Second is around our pricing and merchandising capabilities. So our revenue optimization tools, which we'll be discussing here probably in the next month or so during our rollout of that capability. Third would be continued investments in our key segments that have outsized growth in front of them. I would point especially to the extended stay segment and the upscale segment. And then fourth is we on-boarded a new travel partner in Penn National, which is an exciting opportunity for us. So really investing in all four of those key areas is where those investments came in the fourth 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
 
Nick, you want to handle this?

    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
 
Okay. So, I'll hand off the second one.

    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
 
All right, Jared. 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
 
So I'd be thinking about sequential improvement as you go into the second half of the year. There is, of course, an element sometimes the seasonality between third and fourth quarter. Traditionally, you would have seen third quarter, I'm going to call especially stronger with some of the elements of the mix. But I'll call sequential improvement. Pat?

    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
 
For the -- yes, that's correct.

    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
 
It's certainly about communication. We also did a pretty good job of getting ahead of some of this, as things were starting to shut down again investing in some inventory. So we've been able to maybe stave off some of that -- some of that lull [Phonetic], knowing that things were shutting down and be able to provide product a little bit longer than maybe some businesses have been able to. And then get ahead of being able to restart that chain as quickly as possible. And as you said communicate on timeline, so that people -- our goal may be, in these crazy times you can't deliver as quickly as you'd like, but you can at least communicate to let the realities are and deliver on those.

    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 will be happy to do, you can send it to me in the future. I am kidding.

    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 will make sure to do that, Michael. We are always best in class in terms of disclosure. And obviously, there's a lot more variables at a pandemic. But we can walk you through how we came through with the guidance. And we think it's important to have guidance out there, just to show that we have confidence in the growth profile of the cash flow, so we can help you through the components.

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