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 (+2.84%)
Ares Capital $ARCC (+1.46%)
Reatly Income $O (+0.63%)
Not exactly creative choices, but all "good value" in terms of valuation.
