This week, I'm looking for the fourth materials sector representative of nine for my Ivy portfolio.

That materials sector has thirteen industries all related to mining, making, and delivering essential commodities. They are: agricultural inputs; aluminum; building materials; chemicals; coal; copper; industrial metals; gold; paper; silver; specialty chemicals; steel.

Today I'm reviewing a large-cap building materials company, named HeidelbergCement AG. Its trading ticker symbol is HDELY. I last reported on Heidelberg on January 22nd.

HeidelbergCement is one of the world's largest producers of cement, aggregates, and ready-mixed concrete. The company sold 126 million metric tons of cement, 305 million metric tons of aggregates, 10 million metric tons of asphalt, and 47 million cubic meters of ready-mixed concrete in 2017.

Of its revenue, 26% was generated in Western and Southern Europe, 24% in North America, 18% in Asia Pacific, 16% in Northern and Eastern Europe-Central Asia, 9% in Africa-Eastern Mediterranean Basin, and 7% by group services.

The company was founded in 1873 and is headquartered in Heidelberg, Germany.

I use three key data points to gauge the value of any dividend equity-like HeidelbergCement AG

(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.

HDELY Price

Heidelberg's price per share closed at $15.05 yesterday. A year ago its price was $20.09. Price fell $5.04 or over 25% in the past year.

Assuming Heidelberg's stock trades in the range of $11 to $19 this year, Heidelberg's recent $15.05 price could rise by $1.95 and go to $17.00 by mid-March, 2020.

HDELY Dividends

Heidelberg's most recent Annual dividend was $0.448 declared in April and paid May 30th, 2018.

A $0.448 Annual dividend equates to a yield of 2.98% at yesterday's $15.05 closing price.

Gains For HDELY?

Adding the $0.45 annual estimated dividend to my $1.95 estimate of Heidelberg's price upside shows a $2.40 potential gross annual gain, per share, which will be reduced by costs to trade those shares.

Say we put a little under $1,000.00 today at the $15.05 recent stock price would buy us 66 HeidelbergCement AG shares.

A $10 broker fee paid half at purchase and half at sale costs $0.15 per share.

Subtract that $0.15 brokerage cost from the estimated $2.40 gross annual gain leaves a net gain of $2.25 X 66 shares

= $148.50 or nearly 15% net gain on a $993.30 investment.

Therefore, HeidelbergCement AG whose trading ticker symbol is HDELY now shows a possible net gain of nearly 15% including a 2.98% dividend yield.

No brokers cover this stock:

So I get no argument

Therefore, you can look at HeidelbergCement AG and see it has made money, is making money, and could throw a net gain of nearly 125% including a 2.98% 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 HeidelbergCement AG is worth your time and money.