May 18, 2021This week, Ryan starts by taking a look at a shift from growth to value and cyclical and how one can structure a portfolio ahead of these shifts. Our Star of the Week is no stranger to KeyStone Clients Dynacor Gold Mines (DNG: TSX), having been a Focus Buy recommendation for the past several years. On Monday, the company, which purchases ore from small-scale miners (artisanal miners) across Peru, processes it and sells the gold, reported record financial results. The unique dividend-paying gold miller has a great balance sheet and its stock has jumped over 50% this year. Congratulations to all clients who own the business – the company appears poised for a record 2021. Finally, in our Your Stock Our Take Section we answer two listener questions. The first on ADF Group Inc. (DRX: TSX), which engages in the design and engineering of connections, fabrication, industrial coating, and the installation of steel structures, as well as miscellaneous and architectural metalwork in the U.S. and Canada. The stock appears to trade at low valuations and could be facing the tailwinds from what is expected to be a strong infrastructure spending cycle, but it is the right company to participate in this potential boom? Our second question comes in on AutoCanada Inc. (ACQ: TSX) which owns automotive dealerships in Canada. The company sells 19 brands through dealerships including Chrysler, Dodge, Jeep, Ram, Audi, Volkswagen, BMW, and Nissan. The stock has booked tremendous gains since the March lows in 2020 – we let you know if it is justifiable and potentially sustainable.