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 (-1,02%)
Medical Properties Trust $MPW (+1,28%)
Ares Capital $ARCC (-1,21%)
Reatly Income $O (+0,25%)
Not exactly creative choices, but all "good value" in terms of valuation.
