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.