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Trader Stephanie Link, director of research at TheStreet, is optimistic. She believes earnings results confirm the message telegraphed by the latesthousing 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 Bernankecould 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 [VALE 18.94




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