No doubt, AAPL is still very good even if no Chinese Mobile deal is announced. That is why I am long AAPL.
But SUPN is better. Two drugs just released this year and hold great promise in the future.
1). Supernus Pharma: An Overlooked, Undervalued Investment Opportunity （Oct.30）
2).Coverage initiated on Supernus Pharma by FBR Capital (Oct.29）
Sentiment: Strong Buy