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. I'll start with that one, and I'm going to let Tim or Al wrap up on the forecast. What I would tell you is, as I mentioned in the call, the thing that is most different for us in 2021 is the shift in the swing in jobs, bringing from negative 6.4% to positive 3.4%. And that's going to be the thing that drives us, and that moves across the markets. We see that at the high end, where we'll continue to see markets like Tampa and Raleigh and Phoenix and Jacksonville accelerate, but we'll also see it in places like Orlando and Houston and D.C., which are weaker now, but they will begin to improve as job growth comes to play in those markets.

    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. It's not just China, Paul. There are clearly -- there's some of that in China. But we've got in a couple of other regions some fourth quarter utilization reductions. Some of those will be used for transitions quite frankly. We're still in the planning phase with some of our customers on what we -- what exactly they want going into '22 in a couple of different locations. So it's not strictly China, there's a little bit of volume degradation in a couple of other regions 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
 
Good question, Tim. So our focus, as you know is on our corporate account, so those are chain customers, regional or global customers, those are the ones who have weathered the pandemic better than others as well most of them are investing in new units or in the refreshing of current units as well, which bodes very well. So for our business for today and for tomorrow.
To your question on the hygiene products, basically the way we think about it is that, it's going to be a bit less than during the pandemic, where the measures obviously are going to be a little bit less strong than what we've experienced over the past 15 months, but it's going to be higher than what we've experienced so pre-pandemic as well. So net-net, we think that our position in Institutional has strengthened and the customers that we serve are going to be in a better position 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
 
So just a couple of questions from our side. And I think I may have missed part of it. As far as the Zebra acquisition in totality, it sounds like 60-40 shares in cash. And could you just recap that with me and then also talk a little bit about the 100 milestones behind it, how many milestones are there? And are they related solely to sales numbers?

    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
 
Okay. Well, you asked for it. So here it is. I think the best indicator is anecdotal indication of this individual myself and my family taking several COVID RV property inspections and vacations and what a great time we had. And that's pretty much echoed by even some people on this analyst call who have shared their experiences with us. But as we continue to do our exit surveys, we're just finding the enjoyment that John referenced as the leading indicator of why we think that it will be this residual increase post COVID to our business. And there are estimated to be around 11 million RVs registered today.
There are new options to be able to ramp existing RVs on an Airbnb model out there, so just continue to see increase in the consumer or guest pool available for a very limited amount of RV resorts. And I always like to point out to that the RV resorts are generally about being able to have the utility hookups, sewer water electric as opposed to boondocking where you don't have those hookups and then the amenities and the features related to those RV resorts. So we just think that it's a very, very exciting time in the RV business to be part of its growth.

    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're welcome. Thank you.

    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. Hey, Brian, you're on the call. Why don't you answer this? Brian Karrip, our Chief Credit Officer. Brian, you out there? Because credit's a good story and positive. Yeah. Well, we -- long-term charge-offs match provisioning. We feel good, and we have mentioned the subsequent event of $7 million the drops are NPAs and in NPLs. So we're well-positioned. We have good coverage of our non-performing loans. We're in a good position with credit and with low delinquencies, they criticized in the other categories have fallen. So I think there will be pressure in our modeling probably to release some reserve.

    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, good morning. How should we think about -- if an MA plan, for example, has a good loss ratio quarter in March, what is the lag in terms of how you recognize either higher or lower cost with your population, just kind of based on your true-ups and some of the natural lag in your P&L?

    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'll have to go with for the third quarter. So you're right to say revenue growth. Pretty much offset by expense growth. There is a number of different buckets within the expense line. I think, worth highlighting one is simply an extra day which is meaningful when you think sequentially third quarter versus the second quarter that has, that has, it's a meaningful impact. The next is, I call it typical seasonal cost increase in the third quarter utilities is the easy one repairs, it's early. But you see that a out every third quarter.
The third bucket is really a function of occupancy growth and activity levels increasing in the communities I mean obviously you have incremental cost associated with that which is a good thing and kind of overlaying all of that is that, is this question of short-term wage pressure in light of the labor market, which is effectively embedded in the thinking but there is a series of different buckets altogether add up to that, that third quarter expense number.

    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
 
Great. Thank you. Thanks Curtis.

    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. Our peak for the last 12 months passenger traffic, let's say, the record was achieved in February 2020. So what I'm saying is, we should be reaching, we expect to reach that levels 10 to 18 months from 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
 
Hi, management. Thank you for taking my questions and congratulations on very strong set of results. So would you please comment on the margin trend in the next quarter, and also for the next fiscal year? I think you have a low base in the fourth quarter of last fiscal year. 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
 
Well, the ITC is extended now. So, we would assume normal seasonal patterns where Q2 and Q3 are the high-build months.

    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 Jason. Good morning. Sure.

    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 a little bit hard to tell because there's a lot of supply coming late in the quarter, and our week 13 is that week between Christmas and New Year's. And so I think we're being a little cautious in that we -- I think our view is that normally, without supply constraints, Q3 would be a peak quarter and then Q4 would fall off a bit. However, we're seeing a different profile based on supply. We have a little more confidence in supply in Q4 than Q3, but just out of an abundance of caution, we're kind of thinking that the back half of the year looks a lot like the first half of the year with a little bit stronger Q4 than Q3.

    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, good morning, guys. Just a couple of questions on my end. Kim, I was wondering if we can just go back to the cash burn? Can you talk about what the current burn rate is for quarter? And then, the $500 million to $530 million that you talked about? Is that assuming -- is that assuming that all the human capital is exercised by your end?

    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, Neal. The first quarter capex number was a bit lower than we anticipated. Part of that was some excellent work by the guys in the field to save some money on some projects. But, to your point, we had some midstream projects that were pushed due to the weather. And so, those are still -- as we reiterated the guidance, those are still within our capital program this year. But as Eric's prepared remarks suggest, 2Q will be up. And if you think about our $150 million to $170 million guidance for the year, obviously we've spent about $32 million so far. The second quarter and third quarter will probably consume roughly $100 million of that guidance amount and then it will fall away in the fourth quarter as we take a stimulation break.
So, does that help with the guidance?

    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
 
On that one, Paul, you'll see some of the benefit occurring in the first quarter. We did the restructuring in the back end of 2020, but you'll actually see the benefit in the first quarter. But before I turn it over to Brian Partee, I want to -- since we have two Brians now, you may have been asking relative to Brian Davis, who's just joined us. But Brian Davis is not on our call for at least today.
But I'll let Brian Partee talk a little bit from products, and I'll let Rick kick in with a little bit from crude. And by our next call, Brian Davis will be with us, and we'll be able to get his insights as well.

    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, Lucas. Thank you for your question. Regarding the distribution policy, I think that is pretty much in line with what we've been saying. This area of below two times EBITDA leverage is an area where we feel very comfortable. We think that we feel are in a company that is generating very good results and sustainable cash. But we want to maintain our leverage of debt very -- in a conservative way. We are in Latin America. We all know Latin America, so we want to maintain our sales in a safe area in terms of the amount of net debt that we would like to have. So, most of what we've been saying today regarding our distribution policy has already been said and this 40% of the net cash from operations is a minimum to which we're committing our sales. And we don't want to have excess of cash in the Company, nothing like that. You can see what we've done during this current year, and so I think it will be continued in the same lines of what -- of how we will be managing the Company in all these years. So, that's regarding the distribution policy. And regarding your question on the inventories, I would like to have Renato answer precisely.

    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
 
Could you please specify what do you mean by results of the new business segment?

    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, David, I would say fully normalized would have been in really the third quarter, our fiscal third quarter timing of that, and so they phased a little bit as we took some steps throughout that period, but I'd say fully in our -- into the third 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
 
Hey, good afternoon, guys. Maybe just two quick ones from me. Craig, I think you talked about contribution from privates, I think relative to this year, next year increasing. Can you just kind of elaborate sort of how that compares to some Occi commentary from its earnings call where, I think, it affects a similar production profile to 2021. So I guess, do you see privates continue to increase? And does that commentary that you alluded to in 2022 factor in Occi's commentary? Thanks.

    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. Thanks and congrats on the record backlog. Maybe, following up on that last question, just on the Humanigen announcement from last month, if you can, you size up what this opportunity could mean for you in terms of near-term revenues? And then, maybe from a longer-term perspective, are you sort of [Phonetic] providing services for high-profile COVID-19 therapeutic, has this helped or could this help with business development efforts? I'd probably think that this is as good as any kind of advertisement as you could ask.

    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. Good morning, everybody. Can you talk about how you think stimulus helped the business there in January? A very strong comp, obviously at 35%. What do you think the lift was? And how would you compare that lift to what you saw last Spring when stimulus hit?

    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 would say we're looking just to kind of put a point to it to grow our profitability. Our DGP, our delivered gross profit as well as our EBITDA above -- on a reported basis above that general market conditions number. So, FX is a bit of a tailwind going into the year. Divestitures has been adjusted and excluded. And so the reported business will be above that general economic indicator 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
 
Thank you, John. And we'll go to the next caller please.

    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, Susan, this is Jim. And obviously in the past, we haven't given specific guidance on the amount or the cadence that we'll do within the year. But what we always have said is, one, we at least intend to buyback any dilution that comes through any of our executive compensation programs or other things. So that's kind of the minimum that we look at, again, when we say a moderate amount, we're also going to keep an eye on what the situation is around us and globally and we feel very confident as we've talked about our balance sheet is in a very strong position. But also we want to be cautious throughout the year, just with any of the unknowns that could come.
So I think you should think about it being, as I said, at a minimum on that lower level, but at least eliminates the -- any dilution that could occur.

    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
 
Good morning, Jason.

    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 certainly don't see that James and maybe the increase more diverse participation in boating, the more people getting back into the activity that have been gone. People jumping into Freedom Boat Club, all signs I think point to people willing to be outside. They want to be on the water and the change in people's lifestyle with more flexible work arrangements and other just lifestyle changes is really offering people the ability to recreate outside more in different time. So we're just not seeing a path to what you would say as a significant decrease in boating participation or new boat sales in the near-term.

    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
 
So, the quarter-on-quarter, Nic, I'll let you address that and I think I'll take the Group structure, since I think your question is Oliver's am I here. So I got to come back to that. Nic, why don't you do Q4-on-Q4?

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