United Technologies is taking share from competitors like General Electirc (GE) - Get Report . Caterpillar (CAT) - Get Report is making a lot of money in what's being called a bad year. Cramer asks himself, 'if this is what they're doing in a bad year, imagine what they could do in a good year.' In the energy patch, right now could be the bottom for oil. Cramer says he agrees with Schlumberger (SLB) - Get Report that now could be a bottom for oil. 'Gilead (GILD) - Get Report was purely disappointing because their Hep-C franchise has peaked and it's on a slow peak down.' Cramer says the stock will struggle because there is no growth. Meanwhile, Cramer was disappointed that Verizon (VZ) - Get Report did not get the ad revenue he was expecting, but he did find it interesting that the company talked about becoming a 'mobile media' company.