PLC vs PKI

Hey there. The names and the tickers are very similar and sometimes confusing yes.

I own both, and I really like both. However, if I were to pick one I'd go with Park Lawn. It is one of the first small caps I ever bought, and has put up some very strong results over the years. Despite being a consumer cyclical stock, it's more defensive than people think, as funeral spending is unlikely to dip even in the event of a recession. Pre-need purchases may dip as people will tend to pay more on a as-needed basis, and their pre-need sales do help them fuel growth via acquisitions, but I don't see it having a material impact on the company.

Parkland Fuels is solid as well, but is currently being hit by recessionary fears, high debt levels and activist investors asking for changes. This is a firm hold for me, I have no intentions to sell it, but I'm not adding at this moment.