Average vehicle age is so old that replacement cycle can't help but be exploding, especially now with economic recovery. Squiggles along the way are irrelevant. Ex-marketing director of global motor oil company here -- did the analysis myself. Ford up about 35% since I bought in early 2012 and the pace will only quicken now barring a black swan macro event. Trend is up, the fundamentals are driving it and Ford is leading.