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 (+2.4%)

Medical Properties Trust $MPW (-0.63%)

Ares Capital $ARCC (-1.86%)

Reatly Income $O (+0.86%)

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