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 (+0.83%)

Medical Properties Trust $MPW (-1.68%)

Ares Capital $ARCC (+1.41%)

Reatly Income $O (+1.1%)

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