The Globe and Mail reports in its Thursday, Sept. 25, edition that during a meeting in early May, Prime Minister Mark Carney and President Donald Trump discussed U.S. imports from Canada. The Globe's guest columnist Ted Dixon writes that notably, uranium was not included in Mr. Trump's list of products the U.S. did not need. This is significant, as about 25 per cent of America's enriched uranium comes from Russia, making the U.S. nuclear supply chain vulnerable. U.S. Energy Secretary Chris Wright's advocacy for expanding America's uranium stockpiles at the International Atomic Energy Agency conference on Sept. 15 renewed interest in uranium stocks, which are already in a bull market. Cameco shares have more than doubled in the past year, prompting insiders to sell $12.7-million worth of stock. As of Sept. 19, 14 insiders sold 130,787 shares at an average price of $97.34, while four acquired 91,325 shares through options at strike prices between $11.32 and $15.27. Cameco shows strong price momentum, suggesting it may keep rising despite insider profit-taking. Mr. Dixon notes that insider selling in large companies can occur months or even years before a significant stock correction.