Validea Peter Lynch Strategy Daily Upgrade Report - 4/18/2025
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Apr 01 2025
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Source: NASDAQ.COM
Stock Ratings Update: Validea's P/E/Growth Investor model, based on Peter Lynch's strategy, has upgraded Erie Indemnity Co. from 56% to 74% and Cadence Bank from 81% to 91%, indicating strong interest in both stocks due to their fundamentals and valuations.
Company Overviews: Erie Indemnity serves as an attorney-in-fact for the Erie Insurance Exchange, handling policy issuance and claims, while Cadence Bank operates a regional banking franchise offering a wide range of financial services across the South and Texas.
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Analyst Views on ERIE
About ERIE
Erie Indemnity Company serves as the attorney-in-fact for the subscribers at the Erie Insurance Exchange (Exchange). The Exchange is a reciprocal insurer that writes property and casualty insurance. The Exchange has wholly owned property and casualty subsidiaries, including Erie Insurance Company, Erie Insurance Company of New York, Erie Insurance Property & Casualty Company, and Flagship City Insurance Company. The Exchange also has a wholly owned life insurance company, Erie Family Life Insurance Company (EFL). Its primary function as attorney-in-fact is to perform policy issuance and renewal services on behalf of the subscribers at the Exchange. It also acts as attorney-in-fact on behalf of the subscribers at the Exchange with respect to all claims handling and investment management services, as well as the service provider for all claims handling, life insurance and investment management services for the Exchange's insurance subsidiaries (collectively, administrative services).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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