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 (-0.89%)

Medical Properties Trust $MPW (-1.74%)

Ares Capital $ARCC (+1.86%)

Reatly Income $O (+0.45%)

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