I'm now looking for a third basic materials sector representative for my new 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 firm, named HeidelbergCement AG. Its trading ticker symbol is HDELY.

HeidelbergCement AG operates in the building materials industry. Its product portfolio comprises of cement, aggregates,  ready-mixed concrete, and asphalt worldwide.

Its cement products include special cement with targeted characteristics, special geotechnical building materials, and a range of binders.

The company offers natural stone and crushed aggregates, including sand, gravel, stone chippings, and crushed stones; concrete/ready-mixed concrete that is used for the production of precast concrete parts, for use in the construction of tunnels or bridges, office buildings, and schools; and asphalt, which is primarily used in the building of traffic infrastructure, roads and such.

It also trades in cement, clinker, solid fuels, and other building materials; and purchases and delivers coal and petroleum coke through sea routes to other cement companies.

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 $13.68 yesterday. A year ago its price was $22.79. So price dropped $9.11 per share last year, or nearly 40%.

Assuming Heidelberg's stock trades in the range of $10 to $20 next year, Heidelberg's recent $13.68 price could move up by $1.32 and grow to $15.00 by late-January, 2020.

HDELY Dividends

Heidelberg's most recent Annual dividend was $0.4479 declared April 30th and paid May 30th.

That $0.45 annual payout equates to a yield of 3.29% at yesterday's $13.68 closing price.

Gains For HDELY?

Adding the $0.45 annual estimated dividend to my estimated $1.32 annual price upside estimate for HeidelbergCement AG shows a $1.77 potential gross annual gain, per share, which will be reduced by costs to trade those shares.

Say we had just under $1,000.00 invested today at the $13.68 recent price would buy us 73 HDELY shares.

A $10 broker fee paid half at purchase and half at sale costs $0.14 per share.

Subtract that $0.14 brokerage cost from the estimated $1.77 gross annual gain leaves a net gain of $1.63 X 73 shares

= $118.99

for about a 12% net gain on a $998.64 investment.

Therefore, HeidelbergCement AG whose trading ticker symbol is HDELY, now shows a possible 12% net gain including a 3.29% dividend yield.

No brokers cover this stock:

I get no arguments then

Therefore, you can look at HeidelbergCement AG and see it has made money, is making money, and could rise to net a 12% annual gain including that 3.29% estimated 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.