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 (-2,08 %)

Medical Properties Trust $MPW (-3,18 %)

Ares Capital $ARCC (+1,59 %)

Reatly Income $O (-2,72 %)

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