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 (+0.8%)
Medical Properties Trust $MPW (+2.29%)
Ares Capital $ARCC (-0.53%)
Reatly Income $O (-0.25%)
Not exactly creative choices, but all "good value" in terms of valuation.