Yesterday I liquidated TransAlta $RNW I plan to expand the following positions with the freed up cash in roughly equal parts:

British American Tobacco $BATS (-4.02%)

Medical Properties Trust $MPW (-4.32%)

Ares Capital $ARCC (-3.08%)

Reatly Income $O (-1.57%)

Not exactly creative choices, but all "good value" in terms of valuation.