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 (-1.18%)

Medical Properties Trust $MPW (-3.07%)

Ares Capital $ARCC (-1.33%)

Reatly Income $O (-1.42%)

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