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 (+1.09%)
Medical Properties Trust $MPW (+2.66%)
Ares Capital $ARCC (+0.26%)
Reatly Income $O (+0.85%)
Not exactly creative choices, but all "good value" in terms of valuation.
