I feel Germany should be in the final. They've looked the strongest side and played the best football. And I suppose, if they are the next great European side then there would be something symbolic about them dethroning Spain in the final.
Ideally though, either Spain or Portugal to win it. Portugal, because they'd be new winners and because Ronaldo has been brilliant and endearingly committed.
Spain, because I'm not quite bored with them yet and I like the idea of them making it 3 in a row and setting up an epic World Cup in 2 years time featuring them, Brazil, Germany and Argentina - in a Federer, Nadal, Djokovic, Murray kind of way.