Why I Sold These 2 Stocks in September

It's been one heck of an eight-year bull market. Many professional investors, such as Oaktree's Howard Marks, are cautioning that the market has gotten ahead of itself and that stocks are overpriced. Others fear that we're due for an all-out correction, similar to the economic recession in 2008.

I'll be the first to say that I'm not worried about any of the possibilities listed above. I view stocks as long-term investments in progressive and disruptive companies that are introducing new forms of value to the world and generating profits for years for their shareholders. There will be bumps along the way, but The Motley Fool's long-term approach has served me well, and led me to companies that have provided multibagger returns. That includes investing in Baidu in 2008, Netflix in 2009, and several other recommendations I've publicly made on Fool.com.

Of course, investing in great companies doesn't mean I never sell.

Source: Fool.com