CNBC's Fast Money traders don’t agree on much but lately they all seem to agree on one thing – the stock market is at an inflection point.But will stocks break out or break down?Trader Stephanie Link, director of research at TheStreet, is optimistic. She believesearnings results confirm the message telegraphed by the latest housing data , retail sales numbers and more. And that is, the economy is growing – albeit slowly.

She adds that the Street is still very aware that both Mario Draghi and Ben Bernanke could implement some kind of program – and that too is bullish. In this kind of environment she recommends adding to cyclical exposure via dividend payers. “I like Vale and Emerson,” she says.

Trader Pete Najarian, co-founder OptionMonster.com, largely agrees. “I expect to see investors put money to work on the belief that there’s are gains to be had in solid companies, especially those that pay dividends.”

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Trader Guy Adami, managing director of stockMONSTER.com, isn’t so sure.

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