Home values are up, says the latest Case-Shiller Index, and you know what that means: Construction is on the upswing. And that means pickup-truck sales are booming, and that should lead to big profits for Ford (F 0.17%).

In this video, Fool contributor John Rosevear looks at the latest analyst estimates for U.S. auto sales in May, and at the big pickup-powered gains that could be in store for Ford's bottom line.