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.