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 (-1,03 %)

Medical Properties Trust $MPW (+1,74 %)

Ares Capital $ARCC (+1,35 %)

Reatly Income $O (-0,5 %)

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