The cat's come back, he just couldn't stay away.

First of all there will be another polar vortex snowstorm today in NYC which is still piled up with snow from the last round. It looks like Quebec.

Then too there will be more developments in bringing a Tobin tax to the European Union's 11 member countries who want to tax stock and bond trading. EU Taxation Commissioner Algirdas Semeta (who is Lithuanian and the age of my son) says officials could reach an agreement by May on taxing financial transactions in 11 eurozone nations. "Based on the latest German-French initiative, there could be an initial accord before the EU elections in May," Semeta told the Austrian newspaper Wirtschaftsblatt.

I did a search to see how many Ukrainian American or Global Depositary Receipts there are. It turns out that 84 issues hit the ADR market, starting in May 1998 when electricity generator Centerenergo (CTEUY) came to market. It hasn't traded since early in 2010. The most recent ADR was Megabank (MGABY) which hit the US in August, 2012 but never traded. Most of these ADRs were sponsored and involved Deutsche Bank or its Banker's Trust as depositary and paralleled issues of the same shares made in Germany. One, food producer Avangard Co (AGVDY) came via the London Stock Exchange.

This is not a recommendation, but someone who can read Ukrainian might want to create a hedge fund to buy into these US-listed stocks. Volunteers please?

More for paid subscribers from safer places follows, starting with Canada, Britain, Ireland, Spain, and The Netherlands, plus Ukraine, Israel, Hong Kong, Brazil, Mozambique, and India. And an apology about Spain.

*JPMorgan has raised Canadian Solar to overweight. One reason is that CSIQ wasawarded a module supply agreement to provide 18 megaWatt of photovoltaic modules to Hitachi, Ltd. for a solar power project near Fukushima in Japan, owned by Eurus Energy Holdings Corp with Hitachi as its EPC contractor. This solar power project goes operational in March 2015. CSIQ will supply ~73,556 pieces of its 60-cell high efficiency CS6P255P modules with power output of 255Wp for this project. This solar power plant will power about 5,000 homes and is expected to displace c9,200 tons of carbon dioxide emissions each year. Electricity to be produced in the next 20 years will be sold to Tohoku Electric Power. I think we can guess which non-solar plant it will replace.

*Agrium's board voted to boost its nitrogen facility in Borger (TX) to add 610,000 metric tonnes of urea output. About 20% of the new AGU output will be diesel emission fuel grade urea, used to sop up nitric oxide exhaust from diesel cars and trucks. The new AGU plant will also increase the firm's ammonia output by 145,000 metric tonnes to 635,000 mt. Construction begins in Mar. and the plant will go live in the summer of 2015. (The only exotic Canadian element in this article is the fact that AGU reports in metric tonnes; it is NYSE listed and reports in US$.) While AGU produces potash it also produces other fertilizer ingredients.

*Switzerland's UBS has acquired 7.51% of Paddy Power plc, the Irish owned bookie. Its inactive ADR makes it a target for institutional investors who can buy in Dublin. PDYPF.

*Liberty Global plc reported to the Dutch authorities (as required by law) on its progress in taking over all of Ziggo N.V. after a deal was struck late last month. The two firms expect to apply to the Stichting Autoriteit Financiale Markten (skip stichting which means foundation and guess on the rest) with an offer soon, and in any case by the April 21 deadline. LBTYA is the successor to our Virgin Media which John Malone's firm took over at the start of 2013.

*Reckitt Benckiser broke the GBP 50 barrier this morning, trading as high as 50.30 in London. RBGLY is one of our favorite ways to play Ukraine (maybe) rejoining the family of western nations.

*The other is Coca Cola Hellenic which bottles coke and other non-alcoholic beverages and water in Ukraine. CCH was boosted last year by its moving its HQ from Greece to Switzerland, and its primary listing site to London. This forced a lot of index funds to add CCH to their portfolios to match their benchmark.

Subsequently, disappointing results during the key summer season in 2013, bad trends in foreign exchange, and the loss of fizz by its 2nd largest shareholder (Coca Cola Co. of the US) have hurt the share. In Q4 there was an interesting reversal, with emerging markets buying 4% more CCH drinks and generating a 23% overall rise in Q4 pre-tax profits, despite sales falling in the rest of the countries CCH serves.

In Ukraine, according to the quarterly figures by CEO Demitris Lois, CCH reached its best ever volume share in sparkling beverages. (Q4 included the start of the Maidan occupation.)

My cousin in Bangkok reports that the smoothie business is also doing well during the rival demos there. Marching around with placards, blocking polling places, or throwing stones require energy or energy drinks.

*Cellceutix Corp, a US clinical-stage biopharma firm developing new treatments in oncology, dermatology, and antibiotics, has signed up with Dr Reddy's Pharma to formulate its defensin mimetic antibiotic Brilacidin. The drug is used against eye and ear infections and works fast against methicillin resistant S aureus and vancomycin resistant enterococcus, two hard-to-fight bacteria. By being able to differentiate between bacterial and mammalian cells, the antibiotic works very fast which may reduce the odds of bacteria developing resistance to Brilacidin. The drug will go into phase 2b trials with material provided by RDY.

This is a boost for the quality of RDY's custom pharma services arm, part of its PSAI (pharma services and active ingredients) business unit. With this contract from Beverly (MA), RDY can cast off some of the negativism about Indian drug production caused by sloppy methods at rival firms like Japan-controlled Ranbaxy.

(If you want to gamble with drug start-ups consider CTIX. I prefer it to hyped-up Prana Biotech of Australia, which  Trevor Johnson (TheStockGumshoe.com)wrote up yesterday. PRAN is an Oz ADR; CTIX is USA.)

*China choo-choo company Guangshen Railway is suffering over fears that China growth is slowing and real estate is overheated in its bailiwick (Guangshou, north of Hong Kong). GSH moves both passengers and freight along the Pearl River basin.

Marketintelligencer recommends that you protect against the downside with the July covered call at $22.50. It will pay off at 6.7% and cover the downside. It says support is at c$22.73 and resistance at $23.11. It also says technical indicators are bullish. This service looks at charts. GSH is a hold and trades in Shanghai, Hong Kong, and the NYSE. I wouldn't risk an options trade with 3 sets of investors holding the cards.

*Thanks to Frida Ghitis we are moving upmarket. Caesarstone will be featured in the greenroom (where people prepare for TV or press shoots) at the forthcoming Calif. Architectural Digest show. It will feature three colors and finishes of CSTE counters. We have now arrived at top-of-the line imperial aspirational design much more tasteful than what was featured in the villa of Viktor Zanukovych near Kiev. CSTE was founded by an Israeli kibbutz that gave up socialism before Zanukovych did.

*I am astonished at the stratospheric levels being bruited about the Sina IPO of its microblogging site, Weibo. I thought  Weibo is losing Chinese market share to the rival WeChat site of Tencent, TCTZF, which we own, in part because of government Great Wall obstacles to some Weibo bloggers. I am as keen as the next person to open up chat in China but crossing Beijing bureaucracy is not smart. Weibo stars of the dissident persuasion with a high following are simply cut off from the site (which like everything in China doesn't allow anonymous posting.) It ain't Twitter, folks.

*China has spooked the market for iron ore by announcing that it will seek supplies from mines being developed its new colonies in Africa rather than from Brazil and Australia. This has cut the price of our Vale by 2.8%. By the way Vale is also developing African iron ore sites, and if its trials in Mozambique are anything to go by, it will be decades before the Africa iron ore pellets can be exported. The mine-to-Maputo link makes even Brazilian logistics look easy. If I had some money I would average up. But there's time.

*My suspicions about conglomerates is why we exited Singapore's Keppel Group,however brilliant the outlook for its new line of offshore drilling rigs appeared. Today KPELY reported sharply lower real estate profits for another part of its holdings, Keppel Land.

*Your editor may have missed the boat on Promotora de Informaciones which controls the Spanish newspaper El Pais plus media in Latin America. It was tipped by one of our two readers part-time based in Spain about 16 months ago and we bought the PRIS.B shares which paid dividends in the PRIS A shares. I sold because I couldn't see anyway out of this Spanish labyrinth. Today both shares are up 13% although below our exit price. I suspect there is going to be a resolution over its Spanish pay-TV business, Digital Plus. It owns 58% of the TV network while Telefonica owns 22%. Of course this means Nada for TEF, a much bigger and more solvent company.