Monthly Archives: August 2013

| In the Media

Bloomberg Radio, “Taking Stock”

Robert Luna, CIMA, CEO and chief investment officer at Surevest Capital Management, appears on “Taking Stock” with host Pimm Fox to share his market outlook. Luna weighs in on his recent business trip to Silicon Valley and discusses investment strategies he uses when managing his clients’ portfolios. He explains that…

| In the Media

Yahoo Finance “Big Data Download”

Robert Luna, CIMA, CEO and chief investment officer at Surevest Capital Management, appears on Yahoo! Finance TV “Big Data Download” to discuss Disney (DIS). He explains that investors can’t judge Disney on fundamentals alone, and that theme park and box-office revenue are expected to be key revenue drivers. “Disney’s made some…

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