Insiders Bullish on Apple Inc. (AAPL), Other Key Picks From David Einhorn

DST Systems, Inc. (NYSE:DST), Liberty Media Corp (NASDAQ:LMCA), State Bank Financial Corp (NASDAQ:STBZ) and Babcock & Wilcox Co (NYSE:BWC) are the next four largest holdings in Einhorn’s portfolio with bullish insider sentiment of late. Excluding Liberty, which spun off Starz (NASDAQ:STRZA) in January, this group has returned an average of 4.2% since the start of the New Year. Babcock and DST trade at sizable discounts to their industry averages, and State Bank’s earnings are particularly undervalued on a forward-looking basis.

Out of the 37 equity holdings in David Einhorn’s latest 13F portfolio, just one has experienced purchases by multiple insiders over the past three months: Fifth Street Finance Corp. (NASDAQ:FSC). Interestingly, Fifth Street is the smallest position in Greenlight Capital of the stocks mentioned here, but shares are up more than 5% since three executives’ latest round of buying ended in late December. A dividend yield in excess of 10% is an obvious point of attraction for investors of all philosophies, and a monthly payout schedule gives Fifth Street an extra bit of pizazz.

Disclosure: I hold no positions in any of the stocks mentioned above