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 (+1.89%)

Medical Properties Trust $MPW (-2.85%)

Ares Capital $ARCC (+0.72%)

Reatly Income $O (+1.26%)

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