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 (-0,15%)

Medical Properties Trust $MPW (-1,16%)

Ares Capital $ARCC (-0,06%)

Reatly Income $O (-1,37%)

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