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
 
Yeah. Navann, thanks for the question. I think, overall, the logistics cost, just the global freight and the mechanisms to get product moved across the world continues to be more disrupted by the COVID and the bounce back from labor issues that I think we expected. And then, we're seeing some inflation playing in there as well. Teams opening up different trade routes. We're dealing with this in a very proactive manner, but we are seeing those costs come through and I wanted to highlight it. From a pricing standpoint, we continue to think we will get 2% price improvement across our portfolio in 2021. And we look for opportunities engrossed in that or other ways to continue to be sure we're not missing out on opportunities on that end from our own level.
With respect to the question on ZoaShield, as we've mentioned, this was a dynamic of supply in the market already, as poultry producers in the non-antibiotic space, look at how they want to operate. This is something that we are focused on. Again, overall $15 million on our $4.68 billion to $4.73 billion revenue is a small percentage. We're looking across and very pleased that our other innovation is tracking ahead of expectations. And we'll continue to do that as we look at the business going forward. So that's where we land at the moment. And we'll continue to update over the course of 2021.

    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 this is Ryne Shetterly. Everything that we had delivered up to date has been the 36.5-foot variant. This is going to be the industry's first purpose-built Type D 90-passenger, zero-emission school bus. And this will be the first time that we're going to be taking it to a trade show.

    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. No, I mean, certainly, we've seen a lot of peers get into what's brokered, what's not brokered. All of ours kind of have an element of it being in the gray area. So take, for instance, if we're buying a blend and extend opportunity, we find a shorter-term lease and then we -- that's widely marketed, but it's a shorter-term lease, well that doesn't have as much interest from a lot of buyers.
We'll tie that up and then go back to our retail relationship and get that lease extended before we close or right after we close. And so those -- that to me is a situation where we've created our own deal. So technically, I guess there's a broker involve. And so we don't really think of it that way.
But that being said, there's some element of repeat business in almost everything that we're buying, maybe 80% of what we're buying in the second 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
 
Yeah. That's still a good estimate for where things are.

    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've got a number of scenarios that Dan and team have explored. But you're right, I mean the advantage or one of the great things about that acquisition is the ability to combine it with an existing property and create a two million square foot mega campus. Will that certainly contain new buildings, whether they're all new, and some are redeveloped is still to be undertaken or to be decided. But we're very comfortable with our basis there, and we've got a lot of optionality with the existing buildings, but also our basis is good enough that if we take a couple down, we can build bigger ones at good yields.

    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, we're not even close to a new supply being an issue. I mean listen, a lot of people are talking about studios. And whether they execute on them or they don't, it's to be determined. But there's a high demand for sound stage space in multiple locations in the country and not the least of which are in our own backyard. So we're not concerned about the supply at this stage.

    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. And, well, I'll give some more information there as well because it was highlighted in our earnings release that some of the unexpected incentive income in the quarter were from realizations from Fund II. Fund II is getting down to a very small number, so I wouldn't expect anything material out of Fund II going forward. Fund III – or sorry, III is the primary source of what you see described as real estate to burry in the financial statements.
And as you know, we're now investing Fund IV. Fund III is in harvest mode. Based on the way waterfalls work and priority of payments work, the bulk of the realizations tend to be back-end-loaded during the harvest period. And we've largely just started that process.

    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, rates didn't rise as much as they were expected to. And there's just -- the demand was strong. So didn't seem to push the rates. It didn't seem to push our gain on sale margin down, pricing.

    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, or the explosive expectations around GDP for the year or, again, whatever the stimulus might be, that's coming off the sideline, etc. from consumers. That's right.

    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 [Indecipherable] there. I wanted at -- my condolences as well here.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
No problem. 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
 
Thank you, and good morning, everyone. I guess, let me start, I'll start with some, the cash flow, actually, Alan. $48 million of cash flow from ops is not a huge number this year, but I know that when you guys do acquisitions, correct me if I'm wrong, you guys typically do not buy the working capital associated with those acquisitions, and therefore, you have to fund entire working capital from the day when you acquire it. Given that, can you tell us what the drag on working capital was as it was reported in your financial statements, so that we could get a better sense of kind of what the underlying cash flow of the business might be?

    Prediction (one of UP, DOWN, SAME): DOWN
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yeah. I think the headline on that is, we see elevated input cost and inflation at least through the first half of 2022. We'll see increasing benefit of pricing in Q4 than we saw in Q3, and that will flow through, we'll also see that in the first half. Over time, we feel good about managing our margins, but we're certainly expecting that inflation to be elevated and potentially even more elevated, we're not ready to guide yet for '22 as we move into the first half of '22.
But we have a toolbox that we believe will manage those over time.

    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 a couple of things. It is looking back on that average. But I think if you see -- if you look at the last three quarters, when you look at transaction growth, right, you're looking at Q4 was 50%, Q1 60%, and Q2 74%. So you can see that the transaction growth is also accelerating, right? So it is taking into consideration the past but it's also taking some consideration to the acceleration of the transaction growth 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
 
I don't think there's significant on either of those fronts. I mean, we're pretty much kind of projecting similar kind of trends that we've seen in April through the rest of the quarter, as Joe kind of mentioned. And the absolute levels are in the ballpark of what we've just been talking about.

    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. I guess. When dealing with the FDA, it's hard to project. But again, the fact that we're engaged with the FDA, I think, gives some sense of the progression.
And I will -- the one thing I will underline that the trial will not be a trial of tumor-treating fields plus sorafenib. The trial will be a trial of tumor-treating fields plus the current standard of care. One thing I'll mention here, we believe that the current standard of care, which includes immunotherapy plus bevacizumab has actually moved further in our corner. Sorafenib is a kinase inhibitor.
We see tumor-treating fields working additively with sorafenib, but we're seeing all this promising data now tumor-treating fields in immunotherapy. So that's clearly the direction that we're headed to the phase 3.

    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
 
Sure. I think in an ideal world, our loan demand would be so significant that we would be consuming all of that capital. So that would be our first, certainly our first and best use of any capital that we have. But we're in a unique situation and that our business is generating a significant amount of capital in excess of what we need. And that's really just driven by the large legacy portfolio that exists on our balance sheet, it's amortizing and shrinking. And as that shrinks and generates earnings, it's both releasing capital and generating capital in excess of what we believe is necessary to support our loan origination activities. And so given that we would certainly expect to -- it's inefficient for us to retain that capital and not be able to put it to use, and so we're returning it to shareholders through dividends and share repurchases. And as I said with -- in my response to Lee, our expectation or our view right now is that our dividend is set at an appropriate level and our preference is to return the balance through share repurchases.

    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, at this time of the year, it's always important to note that a lot of the new sales don't actually enroll and pay until next year. So, that's normal for our fall campaign and also though your retention is pretty high in those months because companies don't leave very much during that period either. We have figured that we've had really strong net gain in the client base to this point in the year and toward the last couple of months of the year. You don't generally want to factor too much in there because some of that can also kind of be deferred into next year. So, we're real comfortable where we are for this fourth quarter, but the exciting news is really looking into the -- into January of next year and where a successful fall campaign will put us, because as I mentioned in our comments, growing at the rate we've already grown to at this point of the year.
And if you just keep things kind of solid in terms of the number of folks that normally departing, if you're fall campaign sales enough to kind of offset that, we'll be starting the year with a really nice more exceptional double-digit growth number than we have in the past simply because you've got the comparison to that January period a year ago when we lost a large client. So we're just in great shape to have a really exciting starting point for 2022. And as Doug said, we'll be putting our plan together for next year over that period and we'll be able to give everybody some details about how we've brought all that together on our next call.

    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 still are taking a look at the last day that that Emerson put right. I mean, that's definitely, at some point that's gonna go away, he just remind me how on the way, sure, there's two ways you can go away, either we can just pay it in cash, or we can pay it in shares, or combo cash and shares. And if we pay in shares, then the whole liability on the balance sheet goes to zero. And then you have more shares, or you or you can just pay it in cash, and then that liability goes away and you have less cash. Or you can pay it in some combination. We can call that put right in 39 months from April of 2020. So that's summer of 23. One sorry that you.

    Prediction (one of UP, DOWN, SAME): UP
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
I'd like to say thank you to everyone for your participation today. And if you have any questions, please feel free to reach out. And we look forward to talking with you over the coming weeks and months. Take care.

    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, Phil, I guess from my perspective, I think of it more of a -- as a low-single digit growth for DIY, because of the trends that Keith just cited. I do think that there's good fundamental underlying demand out there, driven by these trends. And so returning to that kind of pre-pandemic, which we were guiding, low-single digit growth for DIY is what we expect for next year.

    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
 
Certainly with the halting shipments to Huawei, the 5G component of the timing revenue is somewhat diminished. And so it's more focused on the core network and getting the ramps of 5G with other customers going, again, we're engaged with four out of the five vendors, I guess, you could say three out of the five, if Huawei is out of the picture on 5G, and then we ship broadly into the overall communications market, and also into the data center. We see strong activity in comp and data center, a lot of that pandemic or digital acceleration related. And that continues to drive -- predominantly, the main driver of the timing increases that we're looking at for the year.

    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
 
Another question from the audio line, please.

    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 right where you left me standing. I think the loss to the industry, we had pegged that loss somewhere in -- the underwriting loss somewhere in that $70 billion, $80 billion range. And I think it's ultimately going to play out there. Right now, it's at around $35 billion to $40 billion and that number is going to continue to climb. And so far, you've really focused on BI that you've seen. And BI, I don't think it's run its course. But beyond that, there are a lot more casualty to come. D&O, the employment practices liability, etc, and credit-related, and then the other side of the balance sheet as well over time. So far, we have had a recession that has been relatively credit loss proof brought to you by central banks around the world and government policies. That's not going to last forever. And there is -- there, just look at how the banks have handled reserves. There is more to come.

    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
 
When you're referring to a quiet period, what specifically are you referring to?

    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
 
All right, Jonathan. 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
 
Yep. Thanks, Erik.

    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 might be muted, sir.

    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 appreciate everyone joining us today. It was a positive first quarter for Piedmont. We look forward to continuing the dialogue next quarter, is hopefully continue to build -- see the pipeline build and build on the momentum that we've garnered so far this year. We still remain optimistic on overall how the year will pan out and perform and we're excited to talk to you.
I would say if you have an interest in meeting with the company during NAREIT in June, please reach out to Eddie or Justin Caudill, information is in the supplemental. Thank you, everyone.

    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, as we look at it David, we would say the majority relates to volume. We just continue to see very strong business fundamentals and very strong demand. So the majority would be volume.

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