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 (-1.34%)
Medical Properties Trust $MPW (-7.19%)
Ares Capital $ARCC (-1.9%)
Reatly Income $O (-0.39%)
Not exactly creative choices, but all "good value" in terms of valuation.
