Analyst action: LP, Healthways

Scotia Capital analyst Benoit Laprade has for the third time this year changed his rating on the shares of Louisiana-Pacific. He now rates them at 'sector underperform,' down two notches from his previous rating. LP shares (Ticker: LPX) have risen more than 30 percent this year.

Looking for a 2011 best idea in the health care space? Well, look no further than Healthways, say the researchers at FBR Capital. Its role in the health care services/pharmacy sector will help drive results as insurance reform and economic recovery take hold. There is, of course, also a value-play element to picking Healthways: Its shares (Ticker: HWAY) are down more than 40 percent in 2010.