This week, I'm looking for the fifth consumer cyclical representative of five for my Ivy portfolio.

The consumer cyclical sector includes twenty-eight industries ranging from Advertising Agencies to Apparel, Autos, Broadcasting, Department Stores, Gambling, Leisure, Lodging, Packaging, Personal Services, Shoes, Restaurants, Rubber, Plastics, Textiles, and all such consumer aimed enterprises.

Today I'm reviewing a small-cap discount store named Big Lots Inc. Its trading ticker symbol is BIG.

Big Lots Inc is a U.S.-based company principally engaged in operating discount retail stores. The company provides a broad range of merchandise, including food, consumables, soft home products, hard home products, furniture, electronics and accessories, and seasonal products. The company sources the merchandise from traditional and close-out channels. In addition to merchandise, the company sells gift cards, issues merchandise credits, and more. The company operates stores throughout the United States, with around one-third of its stores in California, Texas, Ohio, and Florida.

As of February 2, 2019, it operated 1,401 stores in 47 states and an e-commerce platform. Big Lots, Inc. was founded in 1967 and is headquartered in Columbus, Ohio.

The Wendy's Company was founded in 1969 and is headquartered in Dublin, Ohio.

I use three key data points to gauge the value of any dividend equity-like Big Lots Inc:

(1) Price

(2) Dividends

(3) Returns

Besides those three, several other keys will finally unlock an equity or fund in which to invest.

Those first three primary keys, however, best tell whether a company has made, is making, and will make money.

BIG Price

Big Lot's price per share closed at $34.03 yesterday. A year ago its price was $43.05. Price fell $9.02  or almost 21% in the past year.

Assuming Big Lot's stock trades in the range of 32.00 to $48.00 this year,

Big Lot's recent $34.03 price could rise by $2.97 and go to $37.00 by mid- May 2020.

BIG Dividends

Big Lot's most recently declared quarterly dividend was $0.30 declared March 9th and paid, April 5th.

That $0.30 Q dividend equates to an annual payout of $1.20 for a yield of 3.53% at yesterday's $34.03 closing price.

Gains For BIG?

Adding a $0.40 annual estimated dividend to my $2.97 estimate of Big Lot's price upside shows a $3.97 potential gross annual gain, per share, which will be reduced by costs to trade those shares.

Say we pay a little under $1,000.00 today at the $34.03 recent stock price would buy us 29 Big Lots Inc shares.

A $10 broker fee paid half at purchase and half at sale will cost us $0.34 per share.

Subtract that $0.34 brokerage cost from the estimated $3.97 gross annual gain leaves a net gain of $3.63 X 29 shares = $105.27 or a 10.55% net gain on a $986.87 investment.

Therefore, Big Lots Inc whose trading ticker symbol is BIG, now shows a possible net gain of 10.55% including a 3.53% dividend yield.

Twelve brokers cover Big Lots Inc stock:

Three say "buy" BIG.

Two say BIG will "outperform".

Seven say "hold" BIG.

The consensus score is 2.3 or "outperform".

Therefore, you can look at Big Lots Inc and see it has made money, is making money, and could net a 10.55% gain including a 3.53% dividend yield. It could be more, it could be less.

The above speculation is based on past year performance. The actual results remain to be seen to determine if Big Lots Inc is worth your time and money.