5 Companies That Should Return Cash: Analyst

Microsoft and other companies should not be spending their record amounts of cash on mergers and acquisitions, said Eric Jackson of Ironfire Capital on Wednesday's "Fast Money."

An activist Microsoft shareholder, Jackson is urging the software giant to double its dividend and said these other four companies should also return cash:

• Google
• Hewlett-Packard
• IBM
• Exxon

Last week, Jackson filed a resolution with Microsoft to "significantly increase" their dividend or do buybacks. He said if the Redmond, Wash.-based company puts it on the proxy, it would be voted on in November.

"Shareholders are going to have a chance to vote and I think the majority will say, 'We want this money,'" said Jackson. "Microsoft is not going to every be the growth company it was in the 80s, but it can be an attractive company to a lot of investors who are hungry for yields."

1119821

TICKER	COMPANY	PRICE	CHANGE	%CHANGE
GOOGL	Alphabet Class A	176.92	+0.86	+0.49%
HPQ	HP Inc	31.82	+0.63	+2.02%
IBM	International Business Machines Corp	169.92	+0.89	+0.53%
MSFT	Microsoft Corp	425.34	+5.13	+1.22%
XOM	Exxon Mobil Corp	118.67	-0.97	-0.81%

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