On the International front, our favourite 2 stocks into current market weakness are Walt Disney (DIS US) and Lululemon (Lulu US), both of whom have corrected significantly from their 2021 highs.
- Walt Disney Co (DIS US) – no introductions required here, we like DIS around $US110 leaving some room to average if we do see one more push on the downside.
- Lululemon Thletica (LULU US) – we discussed this activewear business last Wednesday, we like the stock ~$US340 as it continues to gain traction in a weak market.