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
 
Well, if you look at Anow, and the strategic rationale beyond the Anow acquisition, you're absolutely correct that we believe there are opportunities for us to venture into adjacent applications. And the best way for us to supplement the existing capabilities that we have internally is to find some of those tuck-ins. So, Anow is a very important piece to that puzzle. We are going to continue to look at other alternatives as well.
When it comes to Anow, I must also admit to the fact that the current pandemic and the travel limitations have been a little bit of a headwind in terms of cross-pollinization that I was expecting to see between the U.S. development teams and the China based teams. But the business is very healthy and I hope that joint development work can start relatively quickly. But you're right. It's one of the few areas of focus when it comes to M&A. The other area being materials as we have discussed in a number of occasions.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
That is such a deep -- we're going to need a lot more time for that one. And I think I'm not sure I'm going to answer that for the world's challenges right now. Look, there's such a host of things that are causing this, and I think it's probably nine or 10 different things. I'm not going to name one or the other. They're all included, all leading toward, I believe, ultimately, we have to be the best employer in our industry. I do believe the restaurant business is an incredible occupation. I've lived it my whole life, and I have seen how many people we have lifted from entry-level jobs into leadership jobs across the country. And the restaurant business is not for everyone, but it is for a lot of people. And we've got to keep focusing on that. I do think time will be a heal for this as well. I do think we have to get people. I do think we'll continue to return to the workforce. I believe we've got to be leaders there. And we've got to give people reasons to join Shake Shack instead of somewhere else. Part of that is pay, part of that is leadership development, and all of it is pride in the place that you work. So well, it's a great question. It's a host of things. I wish I had the silver bullet. And I think it's just going to be heads down a ton of work for our operators and our people teams for a while as we get back to optimal staffing labors, and I believe we will, and I believe the industry will and will probably move forward.

    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, I mean I think that's right. I mean, when you look at, look at where we're coming out in the second quarter in terms of spot, you see that momentum that's being generated and that's continuing into the third quarter with the 2 to 3% guide that we highlighted. I think you absolutely could get to that. And the expectation is to get to that mid-single digit range.

    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. Good morning Doug. Thanks for that question and thanks for joining today. I think the answer is largely yes actually.
So we are very focused, like you said, on adding to the servicing assets. I think there's reasons to believe that that will see increased flows here in the coming months, given the shift higher in rates. So I would think there would be more for sale and we would see increased bulk sale. And with respect to how we would hedge it, I think at the moment, we would likely hedge it with TBAs, probably TBAs, 2.5% in particular, given the attractive roll specialness that still exists there.
And that would, as you know, that paired construction will continue to keep our mortgage spread duration low in aggregate, but with interesting income into the portfolio.

    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
 
Thank you, Eric. The PWPs as we've noted been incredibly successful, we kind of lead the charge on those. What we're going to do is we're already -- we're already doing exactly what you're asking. And that is we do an analysis and say, are we better off selling that auditorium for $100, first-run product by the way is $150, or do we think we can make more with a consumer demand because we can fill up more seats. With the current restrictions that we have, some place is 25%, some places 50%. We do that analysis and we open up more PWPs or we open up more regular tickets.
As the new product comes without question, especially on the high demand Friday nights and Saturdays, we're going to allocate more screens to regular showtimes because we're going to be able to put more people in those seats. What we're going to continue to be able to offer PWP during matinee time periods, Saturday afternoon, Sunday afternoon, weekdays. So we don't see PWPs going away. We think PWPs will naturally slowdown as a percentage of box office, because we'll have the ability to put more people into that particular theater and generate a higher box office.
So we've got a model in place, which helps us make those decisions. And it's just going to be clearly just one where we actually as we move forward adjust and adapt as necessary based on consumer demand. But the good thing is we're already doing it and we can already see the benefits of that analysis.

    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
 
Great, thanks, and good evening. On the step up in gross margins here, both in the third quarter and for the guidance. Can you talk a little bit about the driver behind that? And then can you also talk about the sustainability of gross margins at these levels, which we really haven't seen for a while, as we get into 2022?

    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 last quarter, we said it was about 150 basis points. So this is not new, Joe. I recall that it was in that range, so a continued benefit going into this quarter. We haven't publicized a goal for the web orders, only to say that, yes, they're more efficient to handle. They're typically better pricing, and there's room for Farnell to grow.

    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
 
Thanks. I appreciate.

    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, certainly, if we found a desirable target to take that on that would be -- it's not a bad idea. S antigen is one of the things that you obviously could deal with in some form, either by shutting down the source of it's being produced or dealing with it directly or otherwise compensating with an immune approach that can help overcome that. So it's -- S antigen modifiers would be something to the extent that we could find an appropriate mechanism to target would be on our list.

    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
 
It's going to happen over time. Obviously, the Biden administration plan is over numerous years. And so we would anticipate, as projects start, seeing meaningful flow that would happen 12 months post the plan being announced.

    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 a lot, and good morning. I'd also like to touch on freight, if you don't mind. Just regarding how much of your inbound ocean freight through you or through suppliers is contracted and what the outlook is there for freight costs over 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
 
Thank you. That was really helpful color on the markets. Can you talk about where you think the mark-to-market might be today? I know you guys had positive leasing spreads, but maybe if you go through the different regions, how much you think markets have moved on a net effective basis and how does that compare to your portfolio or what's rolling?

    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
 
Jake, the progression was solid from the low 12% range to the high 12% range. As I mentioned, remarkably consistent since March, all-time highs under Dine ownership. It's fundamentally restaurant execution and innovation, not just marketing innovation, culinary innovation, technology innovation, advertising, media you name it. The team is locked in in partnership with their franchisees. And we have visibility to a 2022 plan and it quite frankly fires us up. So I'm not going to speculate on a future look. But suffice it to say the brand has probably a tighter partnership and a more optimistic partnership with its franchisees than I've seen in my five-year tenure.

    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
 
Thanks Scott.

    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, hey, good morning. I echo the congrats to Ben. Just one question for me. As you guys make progress working through your IRPs in Colorado and Minnesota and then the transmission opportunities as well, it just seems like there's a lot of incremental capex opportunities above some of the more basic blocking and tackling. Just how would you kind of characterize that within the context of the kind of 5% to 7% growth targets you've targeted here recently?

    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
 
Javier, from our perspective prices continue not to be a main decision criteria for schools. Schools decide based on brand, based on the quality of the solution, based on the trust they have with our commercial teams, and that is especially true in the situation where learning systems represent only a fraction of the expenditures of the parents indication and where schools are effectively distributors of our solutions. So they tend to like better solutions that have stronger brands because it is easier to resell to parents. If you take a look in 2020 we had price increases even considering Positivo that is still in its initial years of the turnaround, we already had price increases that were above those of 2019. So even though a very challenging where schools, we're facing difficulties we are able to increase our prices at healthy levels and that comes on the back not only of the -- on first factors that I mentioned, but also because our price increases are usually related to more value created to schools either improving the learning processes that help schools attract more students or reducing costs in schools therefore offsetting the price increases.

    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. So we'll need a few more ships, which obviously, that we've looked at and have in the pipeline. The nice thing about when we buy ships or invest in ships, we have ships coming to their end of their time charter all the time. So we have a lot of flexibility in there, but we'll need a bit more ships. And probably a bit more tankage as well. We're targeting all of G3 to go to Asia at this point, and that's our current planning. But getting tankage, we think, is something we can achieve. We're not worried about having enough storage space. A lot -- quite a few of our deliveries as well are direct to customers. So our logistics team does a super job on planning out what we're going to need.
And the nice thing about the G3 is we still have 24 months in front of actually making product once we decide, if we decide to restart the project. So I'm not really that worried, Steve, about logistics. Our team is really experts in this area. And we have lots of flexibility and lots of options to meet the needs of what we will have from a productive capability. You'll have noted, our production because of Titan and Chile and New Zealand is lower as well. So we still have those commitments for logistics today. So I think net-net, if you look at Geismar three versus what we've lost, it's not that much more incremental production. So incremental logistics is not going to be a key concern for us going forward.

    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 mean, obviously we're going to go into a shorter term, Phase 1 will be a three month study in healthy volunteers, but we've got ample tox coverage.

    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. Another good question. The -- as you know, the industrial recovery from the pandemic was a little bit slower than the automotive. However, it's accelerated tremendously, and we expect that to continue. We basically are -- and the overall increase in demand, we're sustaining our market share position in industrial. And our ability to pivot, we're fairly flexible. We had to do that in Q2. We're able to do that throughout the remainder of the year as well. So we have significant contractual arrangements with our automotive customers. We'll support their needs, and we'll serve them. As I think I mentioned, our service capability with regards to on-time delivery is extremely high at 92%. So we've been performing extremely 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, Dave. It's Bill. So let me take that one. As far as the bauxite pricing, the inter-company bauxite pricing goes, we are essentially just reflecting the changes that have occurred in the marketplace where bauxite prices have become lower and we're reflecting that change.
Between the two segments, it is really a left pocket, right pocket thing. And -- so overall on a per ton basis, bauxite prices between the segment will be down about $4 a ton for the annual basis and that results in the first quarter versus the fourth quarter about $45 million, but that just gets picked up in the Alumina segment.
When you look at the additional $25 million down in the first quarter, the fourth quarter had some one-timers that occurred on true-up of pricing on annual pricing and that's not going to recur. So, that leaves some higher costs and some lower equity earnings from the joint venture mines filling the additional, let's say, $15 million of lower earnings. Remains to be seen whether that is a new run rate. Clearly, the $45 million is a new run rate that will apply for the entirety of the year unless we see some change in bauxite prices. But we typically set bauxite prices and hold them for the year. So that will be a shift between the two segments.

    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
 
Are you talking about year-to-date? Are you talking about just a 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
 
Thanks so much.

    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. It's a bit early, Michael. Certainly, we've announced the areas that we're expanding to, certainly across the four states and then Northern Virginia and then three additional metro markets which we haven't discussed what they are. And so certainly, it's going to be informed by the consumer and informed by where we believe we can get the heavy foot traffic.
Just a reminder, we want to launch initially in a densely populated area and then grow from that once you have a foothold, grow from that across states. And so certainly, we're going to be influenced by the consumer and the insights we have on the consumers, both from them and what we've seen in the existing markets to inform where we go next.

    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
 
Amanda, it's Mike. Let me back up. I'll give you a little color on what we're seeing, both in move-ins and move outs. First of all, move-outs, in general, move-outs from 3Q '21 showed more former residents staying within their metro areas. It's really in line with pre-COVID stats. as it relates to move-ins, I'll tell you, first and foremost, the lack of movements needed in 3Q with turnover, far lower than both 2019 and 2020.
That was a little bit of a surprise. But again, overall, we're seeing a slight reversal of the trends in 2020. And about 40% of move-ins came from outside of the MSA versus 23% last year. A couple of examples. New York today are up 45% versus 11% last year. San Francisco, 37% versus 10% last year. And then Boston is around 36% versus 18% last year. So again, we are seeing more people migrate back into those areas.

    Prediction (one of UP, DOWN, SAME): SAME
You are a financial analyst, determining what effect an earnings call will have on the company's stock price, based on a summary of one. Be as critical and skeptical as possible, and remember that the market may disproportionally react to small unexpected details. Respond with one of: UP, DOWN, SAME
 
Yes. That will be split between sales and marketing, G&A, also some of the operations spend. We spend ahead of signing and getting new providers lives, so you need the capabilities on the ground to implement -- to manage performance and so forth. So I think, obviously, sales is the leading spend indicator, and then we'll have some in the operations cost line and then some in G&A.

    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'm not going to put a finer point on that just yet, Scott, but you can probably compute that this year incentive comp was down and we expect that, that is going to bounce back and hopefully bounce back significantly but we'll provide a little bit more guidance on that as we get into the year and we start to see how the trends are going.

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