For my two pennies - agree on PPC ,but also like big construction stocks - held some AEG ,which has run hard,and looking expensive. MUR also pricey. Bought into GRF which on pricing,looks attractive. ABU on Altx also seems enticing,although somewhat illiquid. The best recovery stock for me is ART.Got in at R9,90.This share, for no apparent reason has been oversold .It's a solid coy. with a nice spread of product divisions,good profit history and dividends. OMHO.