Broker tips: Easyjet, Unilever, Lancashire Holdings,

Recent share-price weakness and a positive third-quarter trading update at Easyjet has prompted Panmure Gordon to lift its stance on the stock from 'hold' to 'buy'."Even though we are likely to trim our earnings forecasts reflecting the more challenging revenue environment, we remain hugely optimistic about the long-term prospects of this business and the shared look attractively valued."Canaccord Genuity has recommended investors to 'hold' shares of Unilever, saying that a "two-speed performance continues" at the consumer good company."Valuation remains relatively stretched and we see no diminution in the intensely competitive environment; nevertheless we see insufficient share price downside to warrant a more negative recommendation."Numis Securities has upgraded Lancashire Holdings from 'add' to 'buy' on the back of the stock's valuation discount to others in the sector following an in-line second quarter from the insurer."This is a satisfactory quarter from Lancashire, with a number of positives that should strengthen confidence in future earnings," said Analyst Nick Johnson. He said that a "significantly reduced share price" now means that the stock's valuation - shares trade at 8.9 times estimated earnings for 2014 - is now the lowest in the sector.BC