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Jim Cramer's 'Mad Money' Recap: The Enemy Is Us

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NEW YORK (TheStreet) -- We have met the enemy,  and it's your fellow shareholders, Jim Cramer said on Mad Money Monday. There are many threats to the bull market right now, Cramer said, but none are more dangerous, or more unpredictable, than skittish shareholders.

Cramer said the froth in parts of the market is worrisome, as is the loss of growth in China and the potential impact of Russian sanctions on European growth. But as Monday's market action proved, shareholders willing to sell their stock at the drop of a hat -- those who are merely renters rather than owners -- these are the ones putting most stocks at risk.

That's how a great company like Gilead Sciences (GILD) can slide 13% in just a month, or how a company like Splunk (SPLK), a best-of-breed player in the red-hot big data analytics space, can fall 15%.

Cramer said Splunk is taking a page from the Amazon.com (AMZN) playbook, foregoing profits to reinvest in itself to take marketshare. Yet, shares shed 8% today alone on the heels of relentless insider selling. Splunk has no dividend or stock buyback program to help stem the losses, he continued.

But there's another player in the big data space that's not falling, one that trades at just 10 times earnings with a 2% yield and a terrific buyback program, with Warren Buffett as a notable shareholder. That company, IBM (IBM), has shareholders who are stable and confident, Cramer explained, something Splunk desperately needs for its shareholder base.

Executive Decision: Michael Reger

For his "Executive Decision" segment, Cramer spoke with Michael Reger, chairman and CEO of Northern Oil & Gas (NOG), one of the laggards in the American oil and gas renaissance, with shares falling nearly 50% in a time when others, like Continental Resources (CLR), have risen by 72%.

Reger explained that Northern has access to 187,000 acres in the heart of the Bakken shale and has participated in over 2,000 wells since 2006. However, as a non-operating partner, his company merely provides financing for drilling in return for a stake in its overall output.

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