Reversals of fortune occur all the time in the stock market. Take Apple (NASDAQ:AAPL) and BlackBerry (NYSE:BB). The Mac maker is off 12% year to date, while the company formerly known as Research In Motion has soared 27%.

And yet, if news reports are to be believed, the two may switch places again soon. Government contractor CACI International (NYSE:CACI) has altered thousands of iPads to make them secure enough for government work, Bloomberg reports. The news follows on the heels of Defense Department officials announcing plans to allow workers to use iPhones and Android handsets. Add it up, and it seems as though BlackBerry's long-held security advantage is eroding as fast as its share of the North American smartphone market.

Should you be short BlackBerry? Long Apple? Tim Beyers of Motley Fool Rule Breakers and Motley Fool Supernova addresses these questions and more in the video below. Please watch, and then be sure to leave a comment to let us know what you think.