Behind The Idea #8: Thor And The Cycle: An Investing Fable
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 Learn more about your ad choices. Visit megaphone.fm/adchoices
