CIBC World Markets Raises 2006 Year-end TSX Composite Target to 13,200 on Rising Energy Stocks
January 05 2006 - 12:17PM
PR Newswire (US)
TORONTO, Jan. 5 /PRNewswire-FirstCall/ -- CIBC World Markets has
raised its 2006 year-end target for the TSX Composite from 12,000
to 13,200 in light of continuing strength in energy, and more
recently, gold stocks. Jeff Rubin, Chief Strategist at CIBC World
Markets, expects the TSX energy sector to post a nearly 40 per cent
gain in 2006, following on the heels of an over 60 per cent rise in
2005. CIBC World Markets forecasts oil prices will average over
US$70 per barrel and that natural gas prices will average US$13 per
million Btu. "In a world of growing depletion of conventional
energy assets, global energy firms are likely to continue to bid
aggressively for oil sand assets, and in the process, bid up cash
flow multiples in the energy sector," says Mr.Rubin. The CIBC World
Markets target of 13,200 implies a 19 per cent total return,
including dividends, from the TSX composite this year, down from
the 24 per cent total return posted in 2005. However, returns are
likely to remain heavily skewed toward the energy sector. Excluding
energy stocks, the TSX is expected to rise by only 7 per cent,
little more than half of last year's 13 per cent gain. In addition
to energy, CIBC World Markets is optimistic on gold stocks, income
trusts and long-term government bonds. "A forecast of a US$575 to
US$600 bullion price points to another year of double-digit gains
from gold stocks while continued economic growth and a further
decline in long-term interest rates should support another banner
year in the income trust market," notes Mr. Rubin. While Mr. Rubin
expects two more rate hikes from the Bank of Canada, he remains
positive on the outlook for long-term interest rates, expecting
long Canada yields to fall by at least another 30 basis points this
year. Mr. Rubin noted that while yield curve inversions have
historically been associated with recessions, this year's expected
inversion is likely to signal only slower economic growth and
eventual Bank of Canada rate cuts in 2007. CIBC World Markets is
the wholesale banking arm of CIBC, providing a range of integrated
credit and capital markets products, investment banking, and
merchant banking to clients in key financial markets in North
America and around the world. We deliver innovative full capital
solutions to growth- oriented companies and are active in all
capital markets. We offer advisory expertise across a wide range of
industries and provide top-ranked research for our corporate,
government and institutional investor clients. DATASOURCE: CIBC
CONTACT: Media Inquiries: Jeff Rubin, Chief Economist and Chief
Strategist, Managing Director, CIBC World Markets, (416) 594-7357;
or Rob Mcleod, Senior Director, Communications and Public Affairs,
(416) 980-3714; Archived images on this organization are searchable
through CNW Photo Archive website at http://photos.newswire.ca/.
Images are free to accredited members of the media.
Copyright