Q: What are your thoughts on this company and how it rates as an investment?
5i Research Answer:
After some missteps, CVO is improving. It is still losing money and is expected to do so for a few more years, but cash flow is positive. It has $125M net cash. Revenue is in growth mode. Estimates have been ticking up, but the last quarter was mixed. Insiders have been buying this year. It has had several broker upgrades recently, and the stock is doing well. GenAI should be very beneficial to companies with a consumer-focus. We would consider it a decent, but high-risk, small cap.