Ford delivers 5.4% sales growth for August, beating expectations. Industry factors and vehicle demand are both driving growth for the company. The current selloff presents an opportunity buy the stock. Amidst fears of a China slowdown and another day with the markets covered in red, Ford (NYSE:F) delivered some good news to investors, absolutely crushing analysts expectations with a year-over-year gain of 5.4% for the month of August. Ford was not alone, with Fiat Chrysler posting a 1.7% gain, despite predictions of a decline, and maintaining its 65 month streak of monthly sales gains. GM (NYSE:GM) also beat expectations, declining 0.7% y/y, which was much less than analysts' expected. However, Ford was the real show-stopper. Going through the data, we see that Trucks really powered Ford ahead, with the segment growing 11.3% y/y, primarily driven by the new F-150. F-Series delivered its best August sales results since 2006, increasing almost 5%, with the F-150 EcoBoost representing 63 percent of F-150 retail sales in August and growing 86% y/y. For months, limited supply led to double-digit declines in the F-150 sales, but now that production is ramping up to full capacity, the demand for these vehicles is clear. And keep in mind, the F-Series alone accounts for over 30% of all vehicles sold in August, making up the bulk of Ford's revenues, so this is a critical sign of strength for the company. Vans also reported phenomenal growth at 70%, making it Ford's best August Van performance since 1994, and SUV sales grew 12%, the best August sales performance for the Ford brand SUV lineup in 12 years. These gains are even more impressive when you consider that Labor Day sales are not counted in August this year, as it falls later on the calendar. This is the most critical point to understanding just how strong sales were in August - Labor Day weekend is a huge sales weekend for car manufacturers and dealers, and for the past several years, it has been included in August. So the comparisons were really tough to beat because the previous numbers included the sales and volume of Labor Day weekend, while the current ones do not. More