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.
