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 (-4,36 %)

Medical Properties Trust $MPW (-8,06 %)

Ares Capital $ARCC (-5,64 %)

Reatly Income $O (-2,42 %)

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