My bet is on Germany; but Brazil and Argentina should not be counted out; for Brazil to do this, their other strikers must start to support Neymar; for Argentina, Messi must evolve into a play maker like maradona and not just be laid back and waiting to be fed.
Coentrão sadly out for the whole cup, what a shame, he's one of my favourite players. If the rumours about Ronaldo maybe being out, too, are true, then Portugal will stand no chance against any strong team.