trismik/FinRAG huggingface dataset:
Fiscal 2017 Restructuring Plan
During Fiscal 2017 and in the context of acquisitions made in Fiscal 2017, we began to implement restructuring activities to streamline our operations (collectively referred to as the Fiscal 2017 Restructuring Plan). The Fiscal 2017 Restructuring Plan charges relate to workforce reductions and facility consolidations. These charges require management to make certain judgments and estimates regarding the amount and timing of restructuring charges or recoveries. Our estimated liability could change subsequent to its recognition, requiring adjustments to the expense and the liability recorded. On a quarterly basis, we conduct an evaluation of the related liabilities and expenses and revise our assumptions and estimates as appropriate.
Since the inception of the plan, $41.9 million has been recorded within "Special charges (recoveries)". We do not expect to incur any further significant charges relating to this plan.
A reconciliation of the beginning and ending liability for the year ended June 30, 2019 and 2018 is shown below.

Fiscal 2017 Restructuring Plan
Workforce reduction
Facility costs
Total
Balance payable as at June 30, 2017
$10,045
$1,369
$11,414
Accruals and adjustments
3,432
3,775
7,207
Cash payments
(12,342)
(1,627)
(13,969)
Foreign exchange and other non-cash adjustments
455
(86)
369
Balance payable as at June 30, 2018
$1,590
$3,431
$5,021
Accruals and adjustments
(254)
1,152
898
Cash payments
(213)
(1,290)
(1,503)
Foreign exchange and other non-cash adjustments
(77)
(344)
(421)
Balance payable as at June 30, 2019
$1,046
$2,949
$3,995


Question: Analyse this data from a financial earnings document. For Balance payable as at June 30, 2019, What is the difference between Workforce reduction and Facility costs?
Choices:
1903
-2385
-1903
-1797
-2907
Correct choice index: 2
Overview of the Markets We Serve
The U.S. mortgage loan servicing market is comprised of first and second lien mortgage loans. Even through housing downturns, the mortgage loan servicing market generally remains stable, as the total number of first lien mortgage loans outstanding tends to stay relatively constant. The number of second lien mortgage loans outstanding can vary based on a number of factors including loan-to-value ratios, interest rates and lenders' desire to own such loans.
While delinquent mortgage loans typically represent a small portion of the overall mortgage loan servicing market, the mortgage loan default process is long and complex and involves multiple parties, a significant exchange of data and documentation and extensive regulatory requirements. Providers in the default process must be able to meet strict regulatory guidelines, which we believe are best met through the use of proven technology.
The U.S. mortgage loan origination market consists of both purchase and refinance mortgage loan originations. The mortgage loan origination process is complex and involves multiple parties, significant data exchange and significant regulatory oversight, which requires a comprehensive, scalable solution developed by a company with substantial industry experience. According to the Mortgage Bankers Association ("MBA"), the U.S. mortgage loan origination market for purchase and refinance mortgage loan originations is estimated as follows (in billions):
Note: Amounts may not recalculate due to rounding.
(1) The 2019, 2018 and 2017 U.S. mortgage loan origination market for purchase and refinance originations is estimated by the MBA Mortgage Finance Forecast as of February 18, 2020, February 11, 2019 and October 16, 2018, respectively.

2019
2018
2017
Mortgage loan originations(1):
Purchase
$1,272.0
$1,185.0
$1,143.0
Refinance
796.0
458.0
616.0
Total
$2,068.0
$1,643.0
$1,760.0


Question: Analyse this data from a financial earnings document. What was the change in the refinance originations between 2017 and 2018?
Choices:
1
-617
1074
-1185
-158
Correct choice index: 4
stock price performance the following graph shows a comparison of the cumulative total return on our common stock , the standard & poor's 500 index and the standard & poor's 500 retail index .
the graph assumes that the value of an investment in our common stock and in each such index was $ 100 on december 30 , 2006 , and that any dividends have been reinvested .
the comparison in the graph below is based solely on historical data and is not intended to forecast the possible future performance of our common stock .
comparison of cumulative total return among advance auto parts , inc. , s&p 500 index and s&p 500 retail index company/index advance auto parts s&p 500 index s&p retail index december 30 , $ 100.00 100.00 100.00 december 29 , $ 108.00 104.24 january 3 , $ 97.26 january 2 , $ 116.01 january 1 , $ 190.41 101.84 december 31 , $ 201.18 104.81 .

Company/Index
December 30, 2006
December 29, 2007
January 3, 2009
January 2, 2010
January 1, 2011
December 31, 2011
Advance Auto Parts
$100.00
$108.00
$97.26
$116.01
$190.41
$201.18
S&P 500 Index
100.00
104.24
65.70
78.62
88.67
88.67
S&P Retail Index
100.00
82.15
58.29
82.36
101.84
104.81

stock price performance the following graph shows a comparison of the cumulative total return on our common stock , the standard & poor's 500 index and the standard & poor's 500 retail index .
the graph assumes that the value of an investment in our common stock and in each such index was $ 100 on december 30 , 2006 , and that any dividends have been reinvested .
the comparison in the graph below is based solely on historical data and is not intended to forecast the possible future performance of our common stock .
comparison of cumulative total return among advance auto parts , inc. , s&p 500 index and s&p 500 retail index company/index advance auto parts s&p 500 index s&p retail index december 30 , $ 100.00 100.00 100.00 december 29 , $ 108.00 104.24 january 3 , $ 97.26 january 2 , $ 116.01 january 1 , $ 190.41 101.84 december 31 , $ 201.18 104.81 .

Question: Analyse this data from a financial earnings document. what is the roi of an investment in advance auto parts from 2006 to january 3 , 2009?
Choices:
0
0.0274
-0.0274
0.6726
0.0424
Correct choice index: 2
table of contents the following performance graph is not 201csoliciting material , 201d is not deemed filed with the sec , and is not to be incorporated by reference into any of valero 2019s filings under the securities act of 1933 or the securities exchange act of 1934 , as amended , respectively .
this performance graph and the related textual information are based on historical data and are not indicative of future performance .
the following line graph compares the cumulative total return 1 on an investment in our common stock against the cumulative total return of the s&p 500 composite index and an index of peer companies ( that we selected ) for the five-year period commencing december 31 , 2008 and ending december 31 , 2013 .
our peer group comprises the following 11 companies : alon usa energy , inc. ; bp plc ; cvr energy , inc. ; delek us holdings , inc .
( dk ) ; hollyfrontier corporation ; marathon petroleum corporation ; pbf energy inc .
( pbf ) ; phillips 66 ; royal dutch shell plc ; tesoro corporation ; and western refining , inc .
our peer group previously included hess corporation , but it has exited the refining business , and was replaced in our peer group by dk and pbf who are also engaged in refining operations .
comparison of 5 year cumulative total return1 among valero energy corporation , the s&p 500 index , old peer group , and new peer group .

12/2008
12/2009
12/2010
12/2011
12/2012
12/2013
Valero Common Stock
$100.00
$79.77
$111.31
$102.57
$170.45
$281.24
S&P 500
100.00
126.46
145.51
148.59
172.37
228.19
Old Peer Group
100.00
126.98
122.17
127.90
138.09
170.45
New Peer Group
100.00
127.95
120.42
129.69
136.92
166.57

____________ 1 assumes that an investment in valero common stock and each index was $ 100 on december 31 , 2008 .
201ccumulative total return 201d is based on share price appreciation plus reinvestment of dividends from december 31 , 2008 through december 31 , 2013. .

Question: Analyse this data from a financial earnings document. what was the percentage growth of the valero common stock from 2009 to 2011
Choices:
2.39539
0.39539
0.13822
1
1.24495
Correct choice index: 1
(18) Quarterly Financial Data (Unaudited)
During the first quarter of 2019, we recorded a non-cash, non-tax-deductible goodwill impairment charge of $6.5 billion for goodwill, see Note 4—Goodwill, Customer Relationships and Other Intangible Assets for further details.
During the fourth quarter of 2018, we recorded a non-cash, non-tax-deductible goodwill impairment charge of $2.7 billion for goodwill see Note 4—Goodwill, Customer Relationships and Other Intangible Assets for further details.
During the first quarter of 2018, we recognized $71 million of expenses related to our acquisition of Level 3 followed by acquisition-related expenses of $162 million, $43 million and $117 million in the second, third and fourth quarters of 2018, respectively. During 2019, we recognized expenses related to our acquisition of Level 3 of $34 million, $39 million, $38 million and $123 million in the first, second, third and fourth quarters of 2019, respectively.

First Quarter
Second Quarter
Third Quarter
Fourth Quarter
Total
(Dollars in millions, except per share amounts)
2019
Operating revenue
$5,647
5,578
5,606
5,570
22,401
Operating (loss) income
(5,499)
976
950
847
(2,726)
Net (loss) income
(6,165)
371
302
223
(5,269)
Basic (loss) earnings per common share
(5.77)
0.35
0.28
0.21
(4.92)
Diluted (loss) earnings per common share
(5.77)
0.35
0.28
0.21
(4.92)
2018
Operating revenue
$5,945
5,902
5,818
5,778
23,443
Operating income (loss)
750
767
894
(1,841)
570
Net income (loss)
115
292
272
(2,412)
(1,733)
Basic earnings (loss) per common share
0.11
0.27
0.25
(2.26)
(1.63)
Diluted earnings (loss) per common share
0.11
0.27
0.25
(2.26)
(1.63)


Question: Analyse this data from a financial earnings document. What is the average quarterly amount of expenses related to the acquisition of Level 3 recorded in 2019?
Choices:
57.2
58.5
292.8
936
39.5
Correct choice index: 1
Principal Activities
The principal activities during the financial year within the Group were health, life and car insurance policy sales, mortgage brokerage, energy, broadband and financial referral services. There have been no significant changes in the nature of these activities during the year.
Review of results and operations1
Summary of financial results
1 Throughout this report, certain non-IFRS information, such as EBITDA, EBIT, Net Profit after Tax (NPAT), Earnings Per Share (EPS), Conversion Ratio, Leads and Revenue Per Sale (RPS) are used. Earnings before interest and income tax expense (EBIT) reflects profit for the year prior to including the effect of net finance costs and income taxes. Earnings before interest, income tax expense, depreciation and amortisation and loss on associate (EBITDA) reflects profits for the year prior to including the effect of net finance costs, income taxes, depreciation and amortisation and loss on associate. The individual components of EBITDA and EBIT are included as line items in the Consolidated Statement of Profit or Loss and Other Comprehensive Income. Non-IFRS information is not audited. Reference to underlying results excludes the financial impacts of iMoney performance, impairment losses and write-offs from discontinued assets and operations, and material one-off transactions resulting from operations which are no longer core to the business.
2 Refer to the Reported versus Underlying Results reconciliation on page 112. The reconciliation forms part of the Review of Results and Operations
3 Restated due to retrospective adoption of new Accounting Standards.

2019  $’000
2018 $’000 RESTATED3
CHANGE
Continuing Operations
Operating revenue
154,159
176,931
(13%)
Gross profit
52,963
45,139
17%
EBITDA
7,202
10,878
(34%)
EBIT
(1,040)
1,405
(174%)
NPAT
(2,003)
1,089
(284%)
Reported Results (including discontinued operations)
Operating revenue
154,585
178,139
(13%)
Gross profit
53,225
45,944
16
EBITDA
6,062
(5,700)
206
EBIT
(2,252)
(15,278)
85
NPAT
(4,360)
(15,640)
72
EPS (cents)
(1.7)
(7.0)
76
Underlying Results
Underlying EBITDA2
22,866
15,739
45
Underlying EBIT2
15,151
8,537
77
Underlying NPAT2
11,062
6,732
64
Underlying EPS2
5.1
3.1
65


Question: Analyse this data from a financial earnings document. What is the change in the operating revenue under continuing operations from 2018 to 2019?
Choices:
-22772
0
154156
154047
-176928
Correct choice index: 0
ADVANCED ENERGY INDUSTRIES, INC. NOTES TO CONSOLIDATED FINANCIAL STATEMENTS – (continued) (in thousands, except per share amounts)
The following table summarizes long-lived assets by geographic area as of December 31, 2019 and December 31, 2018:
Long-lived assets include property and equipment, operating lease right-of-use assets, goodwill and other intangible assets.

December 31,
2019
2018
United States
$239,511
$115,869
Asia
301,020
12,274
Europe
59,925
59,936
Total
$600,456
$188,079


Question: Analyse this data from a financial earnings document. What was the change in the amount of long-lived assets between 2018 and 2019 in United States?
Choices:
185151
124
-123642
123642
1517581908
Correct choice index: 3
Realized and unrealized losses of the cross currency swaps are recognized in earnings and reported in foreign exchange (loss) gain in the consolidated statements of loss. The effect of the gains (losses) on cross currency swaps on the consolidated statements of loss is as follows:
The Company is exposed to credit loss to the extent the fair value represents an asset in the event of non-performance by the counterparties to the foreign currency forward contracts, and cross currency and interest rate swap agreements; however, the Company does not anticipate non-performance by any of the counterparties. In order to minimize counterparty risk, the Company only enters into derivative transactions with counterparties that are rated A- or better by Standard & Poor’s or A3 or better by Moody’s at the time of the transaction. In addition, to the extent possible and practical, interest rate swaps are entered into with different counterparties to reduce concentration risk.

Year Ended
December 31,
2019
2018
2017
$
$
$
Realized gains (losses) on maturity and/or partial termination of cross currency swap
—
(42,271)
(25,733)
Realized losses
(5,062)
(6,533)
(18,494)
Unrealized (losses) gains
(13,239)
21,240
82,668
Total realized and unrealized (losses) gains on cross currency swaps
(18,301)
(27,564)
38,441


Question: Analyse this data from a financial earnings document. What is the increase / (decrease) in the Realized gains (losses) on maturity and/or partial termination of cross currency swap from 2018 to 2019?
Choices:
35738
42271
-42271
0
42
Correct choice index: 1
Other non-current assets (in millions):
During fiscal 2019, we formed a joint venture with Lenovo (Beijing) Information Technology Ltd. (“Lenovo”) in China and, in February 2019, contributed assets to the newly formed entity, Lenovo NetApp Technology Limited (“LNTL”), in exchange for a non-controlling 49% equity interest. The group of assets we contributed and derecognized met the definition of a business and included cash, fixed assets, customer relationships and an allocation of goodwill, with an aggregate book value of $7 million. The fair value of our equity interest in LNTL was determined using discounted cash flow techniques to be $80 million, resulting in a non-cash gain of $73 million. We accounted for our ownership interest as an equity method investment and have presented it in Other non-current assets on our consolidated balance sheet as of April 26, 2019. LNTL will be integral to our sales channels strategy in China, acting as a distributor of our offerings to customers headquartered there, and involved in certain OEM sales to Lenovo. It will also endeavor to localize our products and services, and to develop new joint offerings for the China market by leveraging NetApp and Lenovo technologies.

April 26, 2019
April 26, 2018
Deferred tax assets
$201
$229
Other assets
389
221
Other non-current assets
$ 590
$ 450


Question: Analyse this data from a financial earnings document. What was the change in deferred tax assets between 2018 and 2019?
Choices:
201
-203
-28
-20
-28000
Correct choice index: 2
1. Description of the business and summary of significant accounting policies: (Continued)
Shares of restricted stock are included in the computation of basic EPS as they vest and are included in diluted EPS, to the extent they are dilutive, determined using the treasury stock method.
The following details the determination of the diluted weighted average shares:

Year Ended December 31, 2019
Year Ended December 31, 2018
Year Ended December 31, 2017
Weighted average common shares—basic
45,542,315
45,280,161
44,855,263
Dilutive effect of stock options
32,222
33,134
31,534
Dilutive effect of restricted stock
505,858
467,659
297,406
46,080,395
45,780,954
45,184,203


Question: Analyse this data from a financial earnings document. What is the average dilutive effect of stock options in 2018 and 2019?
Choices:
22787268
32334
32678
32222
1
Correct choice index: 2
16. INCOME TAXES
The provision for (benefit from) income taxes on income from continuing operations before income taxes consists of the following (in thousands):

2019
2018
2017
Currently payable:
Federal
$1,995
$1,163
$5,617
State
557
114
1,022
Foreign
13,448
107,487
116,022
16,000
108,764
122,661
Deferred and other:
Federal
(407)
26,334
1,413
State
516
(489)
(153)
Foreign
(9,886)
(20,414)
(30,510)
(9,777)
5,431
(29,250)
Provision for income taxes
$6,223
$114,195
$93,411


Question: Analyse this data from a financial earnings document. What was the change in state income taxes that is currently payable in 2019 from 2018?
Choices:
964
4
671
402
443
Correct choice index: 4
Company balance sheet
At 31 March 2019
The financial statements were approved by the Board of Directors on 6 June 2019 and authorised for issue.

2019
2018
Note
£m
£m
Fixed assets
Investments
3
1,216.0
1,212.9
1,216.0
1,212.9
Current assets
Debtors
4
415.9
440.7
Cash and cash equivalents
5
–
0.2
415.9
440.9
Creditors: amounts falling due within one year
6
(411.4)
(288.4)
Net current assets
4.5
152.5
Net assets
1,220.5
1,365.4
Capital and reserves
Called-up share capital
9
9.3
9.5
Own shares held
10
(16.5)
(16.9)
Capital redemption reserve
0.7
0.5
Retained earnings
1,227.0
1,372.3
Total equity
1,220.5
1,365.4


Question: Analyse this data from a financial earnings document. What was the change in Capital redemption reserve in 2019 from 2018?
Choices:
1.2
-9.3
0.2
-17.4
17.6
Correct choice index: 2
Restructuring costs — Restructuring charges include costs resulting from the exploration of strategic alternatives (the “Strategic Alternatives Evaluation”) in 2019, and a plan that management initiated to reduce our general and administrative costs. Restructuring charges in 2018 also include costs related to the evaluation of potential alternatives with respect to the Qdoba brand (the “Qdoba Evaluation”), which resulted in the Qdoba Sale. Refer to Note 10, Discontinued Operations, for information regarding the Qdoba Sale.
The following is a summary of the costs incurred in connection with these activities during each fiscal year ( in thousands):
(1)  Strategic Alternative Evaluation costs are primarily related to third party advisory services.
(2)  Qdoba Evaluation consulting costs are primarily related to third party advisory services and retention compensation.

2019
2018
2017
Employee severance and related costs
$7,169
$7,845
$724
Strategic Alternatives Evaluation (1)
1,286
—
—
Qdoba Evaluation (2)
—
2,211
2,592
Other
—
591
315
$8,455
$10,647
$3,631


Question: Analyse this data from a financial earnings document. What is the average total costs for 2017,2018 and 2019?
Choices:
7577.67
-22733
0
14278
7374.33
Correct choice index: 0
part i item 1 entergy corporation , utility operating companies , and system energy employment and labor-related proceedings ( entergy corporation , entergy arkansas , entergy gulf states louisiana , entergy louisiana , entergy mississippi , entergy new orleans , entergy texas , and system energy ) the registrant subsidiaries and other entergy subsidiaries are responding to various lawsuits in both state and federal courts and to other labor-related proceedings filed by current and former employees .
generally , the amount of damages being sought is not specified in these proceedings .
these actions include , but are not limited to , allegations of wrongful employment actions ; wage disputes and other claims under the fair labor standards act or its state counterparts ; claims of race , gender and disability discrimination ; disputes arising under collective bargaining agreements ; unfair labor practice proceedings and other administrative proceedings before the national labor relations board ; claims of retaliation ; and claims for or regarding benefits under various entergy corporation sponsored plans .
entergy and the registrant subsidiaries are responding to these suits and proceedings and deny liability to the claimants .
employees employees are an integral part of entergy's commitment to serving its customers .
as of december 31 , 2008 , entergy employed 14669 people .
utility: .

Entergy Arkansas
1,526
Entergy Gulf States Louisiana
858
Entergy Louisiana
1,008
Entergy Mississippi
828
Entergy New Orleans
378
Entergy Texas
744
System Energy
-
Entergy Operations
2,448
Entergy Services
3,179
Entergy Nuclear Operations
3,620
Other subsidiaries
80
Total Entergy
14,669

approximately 5000 employees are represented by the international brotherhood of electrical workers union , the utility workers union of america , the international brotherhood of teamsters union , and the united government security officers of america. .

Question: Analyse this data from a financial earnings document. what percentage of entergy's total employees are employed in entergy mississippi?
Choices:
0.06872
-0.05645
1
0.22873
0.05645
Correct choice index: 4