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One great source for interesting stock ideas comes from sell side analyst ratings. When these bank analysts write a report on a company, and the analyst is reputable, it can have a big effect on the stock price.

We ran a screen on the healthcare industry for stocks with current "Buy" ratings from UBS (i.e. analysts at UBS expect these stocks to outperform).

Interactive Chart: Press Play to compare changes in analyst ratings over the last two years for the top six stocks mentioned below. Analyst ratings sourced from Zacks Investment Research.‬

We also created a price-weighted index of the stocks mentioned below, and monitored the performance of the list relative to the S&P 500 index over the last month. To access a complete analysis of this list's recent performance, click here.

Do you think these stocks will outperform like UBS expects? Use this list as a starting point for your own analysis.

List sorted by ratings date.

1. Biogen Idec Inc. (NASDAQ:BIIB): Develops, manufactures, and markets therapeutics in the areas of neurology, immunology, hemophilia, and oncology in the United States and internationally. Market cap of $28.19B. On 09/09/2011, UBS had a Buy rating on the stock. The stock has gained 71.85% over the last year.

2. Lincare Holdings Inc. (NASDAQ:LNCR): Provides oxygen and other respiratory therapy services to home health care market in the United States. Market cap of $2.22B. On 06/24/2011, UBS had a Buy rating on the stock. Offers a good dividend, and appears to have good liquidity to back it up--dividend yield at 3.19%, current ratio at 1.36, and quick ratio at 1.3. The stock is a short squeeze candidate, with a short float at 8.09% (equivalent to 9.07 days of average volume). The stock has lost 3.09% over the last year.

3. Auxilium Pharmaceuticals Inc. (NASDAQ:AUXL): Operates as a specialty biopharmaceutical company primarily in the United States. Market cap of $960.76M. On 04/15/2011, UBS had a Buy rating on the stock. The stock is a short squeeze candidate, with a short float at 10.02% (equivalent to 7.27 days of average volume). The stock has had a good month, gaining 11.01%.

4. Incyte Corporation (NASDAQ:INCY): Focuses on the discovery and development of proprietary small molecule drugs for hematologic and oncology indications, and inflammatory and autoimmune diseases. Market cap of $2.13B. On 04/08/2011, UBS had a Buy rating on the stock. This is a risky stock that is significantly more volatile than the overall market (beta = 2.21). The stock is a short squeeze candidate, with a short float at 15.28% (equivalent to 9.37 days of average volume). The stock has had a good month, gaining 23.86%.

5. HCA Holdings, Inc. (NYSE:HCA): Offers health care services in the United States. Market cap of $10.43B. On 04/05/2011, UBS had a Buy rating on the stock. The stock has had a couple of great days, gaining 6.98% over the last week.

6. Community Health Systems, Inc. (NYSE:CYH): Provides healthcare services through the operation of hospitals in the United States. Market cap of $1.53B. On 02/28/2011, UBS had a Buy rating on the stock. It's been a rough couple of days for the stock, losing 8.79% over the last week.

7. Health Management Associates Inc. (NYSE:HMA): Engages in the operation of general acute care hospitals and other health care facilities in non-urban communities in the United States. Market cap of $1.47B. On 02/28/2011, UBS had a Buy rating on the stock. This is a risky stock that is significantly more volatile than the overall market (beta = 2.17). Might be undervalued at current levels, with a PEG ratio at 0.63, and P/FCF ratio at 5.46. It's been a rough couple of days for the stock, losing 22.7% over the last week.

8. Lifepoint Hospitals Inc. (NASDAQ:LPNT): Operates general acute care hospitals in non-urban communities in the United States. Market cap of $1.74B. On 02/28/2011, UBS had a Buy rating on the stock. The stock is a short squeeze candidate, with a short float at 8.54% (equivalent to 9.63 days of average volume). The stock has lost 2.93% over the last year.

9. Tenet Healthcare Corp. (NYSE:THC): Operates acute care hospitals and related health care facilities. Market cap of $2.20B. On 02/28/2011, UBS had a Buy rating on the stock. This is a risky stock that is significantly more volatile than the overall market (beta = 2.26). The stock has had a good month, gaining 17.09%.

10. Stryker Corp. (NYSE:SYK): Operates as a medical technology company worldwide. Market cap of $19.80B. On 02/23/2011, UBS had a Buy rating on the stock. The stock has had a good month, gaining 10.89%.

11. Zimmer Holdings, Inc. (NYSE:ZMH): Engages in the design, development, manufacture, and marketing of orthopaedic reconstructive implants, spinal and trauma devices, dental implants, and related surgical products. Market cap of $9.86B. On 02/23/2011, UBS had a Buy rating on the stock. The stock has had a good month, gaining 15.34%.

12. Centene Corp. (NYSE:CNC): Operates as a multiline healthcare company in the United States. Market cap of $2.21B. On 02/03/2011, UBS had a Buy rating on the stock. Exhibiting strong upside momentum--currently trading 9.35% above its SMA20, 16.87% above its SMA50, and 31.45% above its SMA200. The stock has had a good month, gaining 22.64%.

*Data sourced from Yahoo Finance.

Source: UBS Loves These 12 Healthcare Stocks