A portfolio of stocks I'm building, named Ivy, holds 52 dividend dogs. Ivy is the fourth portfolio I've built (at a one dividend dog per week pace) since 2014. Four portfolios = IV!

Today I'm reviewing the fourth of five materials sector stocks this week striving to become the ninth of nine from that sector to join the Ivy folio. This is the last pick for Ivy!

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

Today my subject is a large-cap gold company named Polyus PJSC. Their trading ticker symbol is OPYGY.  I last reported on this company on January 25, 2019.

Polyus PJSC is engaged in the extraction, refining, and sale of gold. It is also engaged in the research, exploration and development works, the development works being mainly at the Natalka license area located in the Magadan region of Russia.

The company's operating business segments are Olimpiada business unit, Blagodatnoye business unit, Irkutsk alluvial business unit, Irkutsk ore business unit, Sukhoi Log Business Unit, Yakutia Kuranakh business unit, Magadan business unit, Exploration business unit, and Capital construction unit.

The company was founded in 2006 and is based in Moscow, Russia.

Public Joint Stock Company Polyus is a subsidiary of Polyus Gold International Limited.

I use three key data points to gauge dividend-paying equities or funds like Polyus PJSC:

(1) Price

(2) Dividends

(3) Returns

Besides those three, several other keys will finally unlock an equity or fund in which to invest or not.

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

OPYGY Price

Polyus's price per share closed at $54.98 yesterday. A year ago its price was $44.59. In a year its price rose $10.39 or 23.3%.

Assuming Polyus's stock trades in the range of $35.00 to $75.00 this year, Polyus's recent $54.98 price could rise by $10.02 and go to $65.00 by late August 2020.

OPYGY Dividends

Polyus's latest declared semi-annual dividend was $1.10 paid June 11th.

That $1.10 SA payout equates to $2.20 annually and yields  4% based on yesterday's $54.98 closing price.

OPYGY Gains?

Adding the $2.20 annual estimated dividend to my $10.02 estimate of Polyus's price upside shows a $12.22 potential gross gain, per share, which will be reduced by costs to trade these shares.

Say we put a little under $1,000.00 today at the $54.98 recent stock price, we'd buy 18 Polyus PJSC shares.

A $10 broker fee paid half at purchase and half at sale will cost us $0.56 per share.

Subtract that $0.56 brokerage cost from the estimated $12.22 gross estimated gain leaves a net gain of $11.66 X 18 shares = ($209.88) or a 21% net gain on a $989.64 investment.

Therefore, Polyus PJSC,  whose trading ticker symbol is OPYGY now shows a possible net gain of 21% including a 4% 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 learn if Polyus PJSC is worth your time and money.