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 (NYSE:F).

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.

Fool contributor John Rosevear owns shares of Ford. Follow him on Twitter at @jrosevear. The Motley Fool recommends and owns shares of Ford. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.