Investing in a cyclical stock at peak earnings can lead to a bumpy ride. What road will Thor Industries follow? We speak with DoctoRx (https://seekingalpha.com/author/doctorx/articles#regular_articles) about his thesis on the RV maker and why he thinks the bull case has miles in front of it. Topics covered:
How to deal with THO's cyclical nature? (2:45 minute mark);
Looking at the RV cycle specifically (4:55);
What about oil prices and rising rates? (9:40);
Millennials as RV Buyers (12:15);
Tariffs as a he
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