Yes, indeed; it's interesting that actually all stones of some importance in LotR&co, at least the ones I can think of, were black. But as for the Black Stone hypothesis... well, I cannot say if Tolkien would be one to do that; from just what I know, I would not consider it impossible. And maybe more probable connection in the case of Erech, for example (which was a cultic site by itself). In any case, it sounds nice as an idea.
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"Should the story say 'he ate bread,' the dramatic producer can only show 'a piece of bread' according to his taste or fancy, but the hearer of the story will think of bread in general and picture it in some form of his own." -On Fairy-Stories
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